Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.02%
 

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
+30.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199B
AUM Growth
+$7.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,369
New
Increased
Reduced
Closed

Top Buys

1 +$742M
2 +$507M
3 +$445M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$418M
5
MSTR icon
Strategy Inc
MSTR
+$267M

Top Sells

1 +$2.72B
2 +$1.19B
3 +$1.03B
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$886M
5
MA icon
Mastercard
MA
+$775M

Sector Composition

1 Financials 22.54%
2 Technology 21.73%
3 Communication Services 8.95%
4 Industrials 7.31%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$1.42M ﹤0.01%
8,821
+3,475
1427
$1.42M ﹤0.01%
67,364
+2,110
1428
$1.42M ﹤0.01%
11,666
1429
$1.42M ﹤0.01%
22,960
-508
1430
$1.41M ﹤0.01%
+65,640
1431
$1.41M ﹤0.01%
12,949
-1,763
1432
$1.41M ﹤0.01%
18,955
-2,591
1433
$1.41M ﹤0.01%
44,238
+6,238
1434
$1.41M ﹤0.01%
123,041
-874
1435
$1.4M ﹤0.01%
25,023
-1,509
1436
$1.4M ﹤0.01%
+6,067
1437
$1.39M ﹤0.01%
396,771
+91,089
1438
$1.38M ﹤0.01%
22,529
-49,807
1439
$1.38M ﹤0.01%
1,083,699
+915,154
1440
$1.37M ﹤0.01%
46,139
+10,672
1441
$1.37M ﹤0.01%
8,202
+299
1442
$1.37M ﹤0.01%
9,600
1443
$1.36M ﹤0.01%
6,468
-395
1444
$1.36M ﹤0.01%
42,800
+178
1445
$1.35M ﹤0.01%
21,562
+709
1446
$1.35M ﹤0.01%
+108,989
1447
$1.35M ﹤0.01%
47,627
+32,422
1448
$1.34M ﹤0.01%
36,914
+5,865
1449
$1.34M ﹤0.01%
36,842
-1,863
1450
$1.34M ﹤0.01%
44,624
-163