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
1026
$1.51M ﹤0.01%
+53,992
1027
$1.51M ﹤0.01%
+22,741
1028
$1.51M ﹤0.01%
+224,450
1029
$1.5M ﹤0.01%
+138,449
1030
$1.5M ﹤0.01%
+23,476
1031
$1.5M ﹤0.01%
+89,420
1032
$1.5M ﹤0.01%
+71,440
1033
$1.49M ﹤0.01%
+161,073
1034
$1.49M ﹤0.01%
+64,843
1035
$1.49M ﹤0.01%
+29,008
1036
$1.48M ﹤0.01%
+60,317
1037
$1.47M ﹤0.01%
+44,100
1038
$1.46M ﹤0.01%
+21,904
1039
$1.46M ﹤0.01%
+49,870
1040
$1.45M ﹤0.01%
+10,763
1041
$1.45M ﹤0.01%
+47,523
1042
$1.45M ﹤0.01%
+21,776
1043
$1.44M ﹤0.01%
+51,665
1044
$1.43M ﹤0.01%
+25,709
1045
$1.42M ﹤0.01%
+37,574
1046
$1.42M ﹤0.01%
+109,903
1047
$1.42M ﹤0.01%
+21,225
1048
$1.42M ﹤0.01%
+4,851
1049
$1.42M ﹤0.01%
+70,970
1050
$1.41M ﹤0.01%
+40,658