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
1101
$1.21M ﹤0.01%
+19,101
1102
$1.21M ﹤0.01%
+26,544
1103
$1.21M ﹤0.01%
+35,142
1104
$1.21M ﹤0.01%
+85,500
1105
$1.2M ﹤0.01%
+405,963
1106
$1.2M ﹤0.01%
+18,495
1107
$1.19M ﹤0.01%
+14,623
1108
$1.19M ﹤0.01%
+70,678
1109
$1.18M ﹤0.01%
+31,588
1110
$1.18M ﹤0.01%
+26,861
1111
$1.18M ﹤0.01%
+46,000
1112
$1.18M ﹤0.01%
+36,837
1113
$1.18M ﹤0.01%
+33,496
1114
$1.17M ﹤0.01%
+91,568
1115
$1.17M ﹤0.01%
+115,786
1116
$1.16M ﹤0.01%
+17,666
1117
$1.16M ﹤0.01%
+20,503
1118
$1.15M ﹤0.01%
+36,238
1119
$1.14M ﹤0.01%
+32,845
1120
$1.14M ﹤0.01%
+34,329
1121
$1.13M ﹤0.01%
+54,565
1122
$1.13M ﹤0.01%
+58,748
1123
$1.12M ﹤0.01%
+92,643
1124
$1.12M ﹤0.01%
+54,012
1125
$1.12M ﹤0.01%
+178,617