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
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,028
New
Increased
Reduced
Closed

Top Buys

1 +$949M
2 +$686M
3 +$566M
4
AAPL icon
Apple
AAPL
+$365M
5
TD icon
Toronto Dominion Bank
TD
+$358M

Top Sells

1 +$695M
2 +$657M
3 +$602M
4
AMD icon
Advanced Micro Devices
AMD
+$384M
5
ENB icon
Enbridge
ENB
+$359M

Sector Composition

1 Financials 19.47%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$981 ﹤0.01%
27,315
-21,063
1927
$980 ﹤0.01%
100,000
1928
$978 ﹤0.01%
13,115
-85,878
1929
$977 ﹤0.01%
43,827
-1,233
1930
$976 ﹤0.01%
+20,910
1931
$975 ﹤0.01%
47,136
+11,277
1932
$974 ﹤0.01%
27,587
+466
1933
$974 ﹤0.01%
30,604
-1,873
1934
$973 ﹤0.01%
15,352
+1,415
1935
$973 ﹤0.01%
100,000
1936
$971 ﹤0.01%
96,116
1937
$970 ﹤0.01%
600,113
+91,212
1938
$970 ﹤0.01%
152,532
-426,777
1939
$969 ﹤0.01%
38,299
+11,855
1940
$969 ﹤0.01%
23,444
-354
1941
$967 ﹤0.01%
+34,922
1942
$966 ﹤0.01%
19,755
-306,872
1943
$963 ﹤0.01%
12,717
+962
1944
$962 ﹤0.01%
18,643
-351,687
1945
$961 ﹤0.01%
51,366
-15,900
1946
$959 ﹤0.01%
52,761
-625
1947
$959 ﹤0.01%
24,382
+1,127
1948
$957 ﹤0.01%
50,976
+38,374
1949
$955 ﹤0.01%
51,635
-44,017
1950
$953 ﹤0.01%
31,475
-36,990