Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

Bank of Montreal (BMO), established in 1817 as Canada’s first chartered bank and headquartered in Montreal, Quebec (with key operations in Toronto), is a major North American financial institution offering personal and commercial banking, wealth management, and capital markets services. Managing hundreds of billions in assets, BMO serves over 13 million customers, with a strong U.S. presence through BMO Harris Bank, bolstered by its 1984 acquisition of Harris Bank and the 2022 purchase of Bank of the West, expanding its footprint to 32 states. Known for its longevity and stability, BMO has paid dividends since 1829, one of the longest streaks globally, and emphasizes digital innovation and sustainable finance under CEO Darryl White. With a global reach spanning North America, Europe, and Asia, BMO blends its historical roots with a modern focus on customer-centric growth.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,294
New
Increased
Reduced
Closed

Top Buys

1 +$3.48B
2 +$3.1B
3 +$2.72B
4
BCE icon
BCE
BCE
+$1.29B
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.11B

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.51%
2 Energy 14.91%
3 Communication Services 7.14%
4 Industrials 7.1%
5 Technology 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$1.65M ﹤0.01%
+72,208
1002
$1.65M ﹤0.01%
+32,609
1003
$1.64M ﹤0.01%
+93,684
1004
$1.64M ﹤0.01%
+37,100
1005
$1.64M ﹤0.01%
+318,344
1006
$1.63M ﹤0.01%
+94,986
1007
$1.63M ﹤0.01%
+15,820
1008
$1.62M ﹤0.01%
+111,005
1009
$1.62M ﹤0.01%
+7,368
1010
$1.62M ﹤0.01%
+103,849
1011
$1.6M ﹤0.01%
+77,400
1012
$1.59M ﹤0.01%
+494,362
1013
$1.59M ﹤0.01%
+32,750
1014
$1.58M ﹤0.01%
+169,771
1015
$1.57M ﹤0.01%
+60,216
1016
$1.57M ﹤0.01%
+51,582
1017
$1.56M ﹤0.01%
+84,740
1018
$1.55M ﹤0.01%
+38,429
1019
$1.54M ﹤0.01%
+27,791
1020
$1.54M ﹤0.01%
+37,482
1021
$1.54M ﹤0.01%
+21,311
1022
$1.53M ﹤0.01%
+120,423
1023
$1.53M ﹤0.01%
+23,396
1024
$1.53M ﹤0.01%
+43,374
1025
$1.52M ﹤0.01%
+45,941