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
1826
$570K ﹤0.01%
8,586
-329,319
1827
$567K ﹤0.01%
+36,792
1828
$567K ﹤0.01%
2,073
+153
1829
$565K ﹤0.01%
4,510
-960
1830
$564K ﹤0.01%
199,699
+177,024
1831
$563K ﹤0.01%
14,417
-3,100
1832
$560K ﹤0.01%
9,114
-13,378
1833
$559K ﹤0.01%
20,733
-529
1834
$559K ﹤0.01%
35,105
-26,025
1835
$558K ﹤0.01%
6,004
+693
1836
$557K ﹤0.01%
34,560
1837
$557K ﹤0.01%
11,929
+467
1838
$554K ﹤0.01%
1,788
-5,153
1839
$552K ﹤0.01%
431
1840
$551K ﹤0.01%
6,643
-14,623
1841
$547K ﹤0.01%
3,790
-2,505
1842
$547K ﹤0.01%
12,600
-6,527
1843
$547K ﹤0.01%
20,133
1844
$546K ﹤0.01%
4,125
-1,223
1845
$544K ﹤0.01%
14,108
-1,303
1846
$541K ﹤0.01%
10,249
1847
$539K ﹤0.01%
9,369
-330
1848
$537K ﹤0.01%
5,994
-2,813
1849
$537K ﹤0.01%
32,741
-3,637
1850
$536K ﹤0.01%
7,439
+532