Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $245B
1-Year Est. Return 31.62%
 

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
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243B
AUM Growth
+$43.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$706M
3 +$604M
4
MSFT icon
Microsoft
MSFT
+$515M
5
GLD icon
SPDR Gold Trust
GLD
+$499M

Top Sells

1 +$742M
2 +$513M
3 +$488M
4
CNQ icon
Canadian Natural Resources
CNQ
+$389M
5
AMD icon
Advanced Micro Devices
AMD
+$380M

Sector Composition

1 Financials 23.02%
2 Technology 22.97%
3 Communication Services 8.19%
4 Consumer Discretionary 6.43%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$776K ﹤0.01%
35,355
-3,806
1702
$776K ﹤0.01%
2,778
-599
1703
$773K ﹤0.01%
10,017
-1,714
1704
$773K ﹤0.01%
10,050
-1,012
1705
$772K ﹤0.01%
19,661
+244
1706
$768K ﹤0.01%
49,602
-39,041
1707
$768K ﹤0.01%
57,386
+4,402
1708
$765K ﹤0.01%
8,156
-1,357
1709
$764K ﹤0.01%
7,880
-1,071
1710
$764K ﹤0.01%
4,092
-4,110
1711
$763K ﹤0.01%
18,147
1712
$756K ﹤0.01%
18,583
-1,370
1713
$755K ﹤0.01%
9,088
-8,263
1714
$753K ﹤0.01%
7,002
-577
1715
$752K ﹤0.01%
13,766
-4,713
1716
$752K ﹤0.01%
23,099
-634
1717
$747K ﹤0.01%
17,052
-3,343
1718
$746K ﹤0.01%
163,900
+7,186
1719
$745K ﹤0.01%
21,916
-29,473
1720
$743K ﹤0.01%
16,424
+4,003
1721
$741K ﹤0.01%
16,871
-483
1722
$738K ﹤0.01%
5,000
-563
1723
$733K ﹤0.01%
+27,323
1724
$732K ﹤0.01%
16,445
-132
1725
$732K ﹤0.01%
16,082
-5,402