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
$317B
AUM Growth
+$9.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,966
New
Increased
Reduced
Closed

Top Buys

1 +$1.11B
2 +$437M
3 +$383M
4
TRP icon
TC Energy
TRP
+$306M
5
SNOW icon
Snowflake
SNOW
+$281M

Top Sells

1 +$1.07B
2 +$738M
3 +$491M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$393M
5
NVDA icon
NVIDIA
NVDA
+$336M

Sector Composition

1 Communication Services 24.78%
2 Consumer Discretionary 19.79%
3 Technology 15.21%
4 Financials 14.43%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$5.12M ﹤0.01%
95,793
+64
1052
$5.12M ﹤0.01%
80,335
-2,263
1053
$5.09M ﹤0.01%
147,580
+484
1054
$5.07M ﹤0.01%
660,351
-195,406
1055
$5.06M ﹤0.01%
139,632
-271,799
1056
$5.03M ﹤0.01%
77,055
-3,133
1057
$5M ﹤0.01%
31,252
-13,435
1058
$5M ﹤0.01%
+45,310
1059
$4.99M ﹤0.01%
47,391
+3,216
1060
$4.97M ﹤0.01%
220,763
+205,601
1061
$4.93M ﹤0.01%
36,600
+9,082
1062
$4.9M ﹤0.01%
177,616
+50,044
1063
$4.85M ﹤0.01%
54,567
+14,428
1064
$4.85M ﹤0.01%
+285,172
1065
$4.85M ﹤0.01%
35,278
+18,865
1066
$4.79M ﹤0.01%
121,004
+14,434
1067
$4.77M ﹤0.01%
88,420
+8,402
1068
$4.75M ﹤0.01%
141,200
+135,009
1069
$4.71M ﹤0.01%
+129,853
1070
$4.71M ﹤0.01%
130,925
+91,529
1071
$4.69M ﹤0.01%
2,492,850
-10,828
1072
$4.67M ﹤0.01%
143,804
-13,243
1073
$4.65M ﹤0.01%
49,494
-21,919
1074
$4.64M ﹤0.01%
44,850
-98,782
1075
$4.62M ﹤0.01%
156,638
-8,947