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
1401
$2.82M ﹤0.01%
256,448
-808
1402
$2.81M ﹤0.01%
40,875
+38,601
1403
$2.81M ﹤0.01%
10,706
-1,722
1404
$2.81M ﹤0.01%
29,581
-567
1405
$2.8M ﹤0.01%
37,073
-2,839
1406
$2.77M ﹤0.01%
43,594
+6,648
1407
$2.77M ﹤0.01%
13,791
+3,506
1408
$2.76M ﹤0.01%
59,371
+33,927
1409
$2.76M ﹤0.01%
246,689
+78,050
1410
$2.75M ﹤0.01%
21,099
-18,827
1411
$2.73M ﹤0.01%
76,269
-6,905
1412
$2.73M ﹤0.01%
+275,000
1413
$2.73M ﹤0.01%
21,305
+15,070
1414
$2.73M ﹤0.01%
30,175
-6,784
1415
$2.72M ﹤0.01%
66,950
-15,868
1416
$2.72M ﹤0.01%
146,644
+7,450
1417
$2.71M ﹤0.01%
57,757
-17,985
1418
$2.71M ﹤0.01%
61,318
-2,622
1419
$2.71M ﹤0.01%
44,999
-818
1420
$2.71M ﹤0.01%
43,750
+8,180
1421
$2.7M ﹤0.01%
92,611
-15,995
1422
$2.7M ﹤0.01%
27,566
-21,997
1423
$2.69M ﹤0.01%
40,333
+762
1424
$2.67M ﹤0.01%
+186,795
1425
$2.66M ﹤0.01%
58,170
+18,935