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
$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 14.91%
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
1926
$159K ﹤0.01%
+9,750
1927
$159K ﹤0.01%
+22,341
1928
$158K ﹤0.01%
+4,127
1929
$158K ﹤0.01%
+2,777
1930
$158K ﹤0.01%
+7,703
1931
$157K ﹤0.01%
+815
1932
$155K ﹤0.01%
+2,781
1933
$155K ﹤0.01%
+8,208
1934
$154K ﹤0.01%
+6,652
1935
$154K ﹤0.01%
+11,217
1936
$154K ﹤0.01%
+17,091
1937
$152K ﹤0.01%
+8,680
1938
$152K ﹤0.01%
+11,400
1939
$151K ﹤0.01%
+2,841
1940
$150K ﹤0.01%
+2,995
1941
$150K ﹤0.01%
+8,303
1942
$148K ﹤0.01%
+3,134
1943
$147K ﹤0.01%
+11,499
1944
$146K ﹤0.01%
+4,482
1945
$146K ﹤0.01%
+3,490
1946
$145K ﹤0.01%
+3,399
1947
$144K ﹤0.01%
+31,878
1948
$144K ﹤0.01%
+39,423
1949
$143K ﹤0.01%
+3,000
1950
$142K ﹤0.01%
+3,707