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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
$55.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,294
New
Increased
Reduced
Closed

Top Buys

1 +$3.48B
2 +$3.1B
3 +$2.72B
4
BCE icon
BCE
BCE
+$1.29B
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.11B

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.51%
2 Energy 14.9%
3 Communication Services 7.14%
4 Industrials 7.1%
5 Technology 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$175K ﹤0.01%
+14,000
1902
$174K ﹤0.01%
+12,276
1903
$171K ﹤0.01%
+4,213
1904
$171K ﹤0.01%
+3,624
1905
$171K ﹤0.01%
+6,006
1906
$168K ﹤0.01%
+4,505
1907
$168K ﹤0.01%
+7,391
1908
$168K ﹤0.01%
+3,820
1909
$168K ﹤0.01%
+2,800
1910
$167K ﹤0.01%
+10,398
1911
$167K ﹤0.01%
+5,854
1912
$167K ﹤0.01%
+9,130
1913
$167K ﹤0.01%
+8,950
1914
$166K ﹤0.01%
+3,994
1915
$165K ﹤0.01%
+3,077
1916
$165K ﹤0.01%
+32,312
1917
$164K ﹤0.01%
+22,763
1918
$164K ﹤0.01%
+4,606
1919
$164K ﹤0.01%
+1,898
1920
$164K ﹤0.01%
+1,819
1921
$163K ﹤0.01%
+9,140
1922
$163K ﹤0.01%
+3,780
1923
$160K ﹤0.01%
+3,335
1924
$159K ﹤0.01%
+2,731
1925
$159K ﹤0.01%
+261