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
1401
$551K ﹤0.01%
+23,626
1402
$547K ﹤0.01%
+14,419
1403
$547K ﹤0.01%
+39,425
1404
$545K ﹤0.01%
+87,696
1405
$545K ﹤0.01%
+16,900
1406
$544K ﹤0.01%
+16,753
1407
$543K ﹤0.01%
+10,880
1408
$541K ﹤0.01%
+25,426
1409
$540K ﹤0.01%
+149,300
1410
$539K ﹤0.01%
+12,400
1411
$538K ﹤0.01%
+49,281
1412
$537K ﹤0.01%
+13,458
1413
$537K ﹤0.01%
+145,627
1414
$536K ﹤0.01%
+105,800
1415
$536K ﹤0.01%
+33,530
1416
$534K ﹤0.01%
+18,157
1417
$531K ﹤0.01%
+14,062
1418
$529K ﹤0.01%
+64,570
1419
$527K ﹤0.01%
+11,677
1420
$526K ﹤0.01%
+13,054
1421
$526K ﹤0.01%
+83,616
1422
$525K ﹤0.01%
+46,500
1423
$525K ﹤0.01%
+10,251
1424
$524K ﹤0.01%
+28,046
1425
$521K ﹤0.01%
+16,633