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
$143B
AUM Growth
+$7.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,863
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$336M
3 +$326M
4
NVDA icon
NVIDIA
NVDA
+$231M
5
RY icon
Royal Bank of Canada
RY
+$217M

Top Sells

1 +$671M
2 +$564M
3 +$390M
4
MSFT icon
Microsoft
MSFT
+$281M
5
CNQ icon
Canadian Natural Resources
CNQ
+$247M

Sector Composition

1 Financials 26.37%
2 Technology 16.73%
3 Communication Services 9.45%
4 Industrials 9.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$5.42M ﹤0.01%
796,600
+505,900
1152
$5.42M ﹤0.01%
451,914
+160,473
1153
$5.41M ﹤0.01%
35,322
-11,592
1154
$5.4M ﹤0.01%
243,109
+175,181
1155
$5.39M ﹤0.01%
72,735
-1,810
1156
$5.38M ﹤0.01%
17,096
-784
1157
$5.37M ﹤0.01%
534,919
-284,107
1158
$5.37M ﹤0.01%
101,985
-287,373
1159
$5.34M ﹤0.01%
2,995
+198
1160
$5.31M ﹤0.01%
137,638
-18,561
1161
$5.3M ﹤0.01%
416,995
-7,532
1162
$5.26M ﹤0.01%
54,330
-2,384
1163
$5.25M ﹤0.01%
239,596
-13,228
1164
$5.25M ﹤0.01%
87,612
-396
1165
$5.25M ﹤0.01%
14,089
+1,238
1166
$5.24M ﹤0.01%
73,854
-65,596
1167
$5.24M ﹤0.01%
22,621
+15,692
1168
$5.21M ﹤0.01%
319,617
+291,064
1169
$5.21M ﹤0.01%
123,317
-18,279
1170
$5.19M ﹤0.01%
55,249
-165,587
1171
$5.18M ﹤0.01%
123,436
-16,955
1172
$5.18M ﹤0.01%
60,224
-1,339
1173
$5.17M ﹤0.01%
1,570,262
+144,718
1174
$5.15M ﹤0.01%
183,467
-20,285
1175
$5.15M ﹤0.01%
31,604
-11,865