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
1326
$3.5M ﹤0.01%
171,022
-5,886
1327
$3.5M ﹤0.01%
11,280
+3,130
1328
$3.49M ﹤0.01%
246,231
-94,953
1329
$3.48M ﹤0.01%
692,461
-136,886
1330
$3.48M ﹤0.01%
95,472
-23,040
1331
$3.47M ﹤0.01%
159,332
-39,563
1332
$3.46M ﹤0.01%
393,470
+129,613
1333
$3.46M ﹤0.01%
31,737
-103,624
1334
$3.46M ﹤0.01%
63,731
+37,937
1335
$3.45M ﹤0.01%
117,677
-13,877
1336
$3.45M ﹤0.01%
47,392
-11,248
1337
$3.42M ﹤0.01%
17,524
-1,152
1338
$3.42M ﹤0.01%
171,788
-32,864
1339
$3.4M ﹤0.01%
622,869
+249,624
1340
$3.39M ﹤0.01%
152,861
-46,610
1341
$3.39M ﹤0.01%
56,028
+35,946
1342
$3.39M ﹤0.01%
45,370
+36,322
1343
$3.38M ﹤0.01%
175,718
-7,116
1344
$3.36M ﹤0.01%
40,717
+6,270
1345
$3.36M ﹤0.01%
38,876
-10,195
1346
$3.36M ﹤0.01%
127,826
+25,351
1347
$3.34M ﹤0.01%
19,896
+14,873
1348
$3.33M ﹤0.01%
202,720
-84,654
1349
$3.33M ﹤0.01%
13,077
-2,544
1350
$3.33M ﹤0.01%
244,751
+104,454