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
1426
$2.66M ﹤0.01%
70,185
-20,887
1427
$2.66M ﹤0.01%
44,494
+7,032
1428
$2.66M ﹤0.01%
63,726
-434,410
1429
$2.64M ﹤0.01%
38,290
+3,460
1430
$2.63M ﹤0.01%
23,589
-5,638
1431
$2.63M ﹤0.01%
19,855
-3,625
1432
$2.61M ﹤0.01%
37,231
-21,210
1433
$2.61M ﹤0.01%
63,822
-1,543
1434
$2.61M ﹤0.01%
82,786
+1,525
1435
$2.6M ﹤0.01%
365,206
+24,015
1436
$2.6M ﹤0.01%
157,302
-132
1437
$2.59M ﹤0.01%
13,684
+7,393
1438
$2.57M ﹤0.01%
18,679
-9,868
1439
$2.56M ﹤0.01%
63,705
-33,732
1440
$2.56M ﹤0.01%
45,517
-1,843
1441
$2.54M ﹤0.01%
112,947
-85,220
1442
$2.54M ﹤0.01%
286,500
+262,004
1443
$2.53M ﹤0.01%
+6,189
1444
$2.53M ﹤0.01%
60,743
-17,154
1445
$2.53M ﹤0.01%
85,249
+6,022
1446
$2.53M ﹤0.01%
63,714
+24,948
1447
$2.52M ﹤0.01%
36,307
-15,282
1448
$2.5M ﹤0.01%
134,462
-62,780
1449
$2.5M ﹤0.01%
101,475
+93,586
1450
$2.5M ﹤0.01%
136,396
-596,781