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
$110B
AUM Growth
+$7.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,511
New
Increased
Reduced
Closed

Top Buys

1 +$559M
2 +$281M
3 +$249M
4
NVDA icon
NVIDIA
NVDA
+$223M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

1 +$842M
2 +$402M
3 +$302M
4
IAU icon
iShares Gold Trust
IAU
+$188M
5
NTR icon
Nutrien
NTR
+$175M

Sector Composition

1 Financials 25.31%
2 Technology 15.35%
3 Industrials 9.41%
4 Communication Services 8.91%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$494K ﹤0.01%
3,318
+1,134
2002
$493K ﹤0.01%
12,141
+5,362
2003
$492K ﹤0.01%
19,672
-3,607
2004
$490K ﹤0.01%
17,367
+1,241
2005
$490K ﹤0.01%
5,943
+188
2006
$488K ﹤0.01%
5,632
-319
2007
$487K ﹤0.01%
12,026
-149
2008
$485K ﹤0.01%
19,115
-2,720
2009
$485K ﹤0.01%
7,401
+884
2010
$484K ﹤0.01%
14,201
+1,270
2011
$484K ﹤0.01%
16,844
-2,147
2012
$483K ﹤0.01%
68,723
-270,577
2013
$483K ﹤0.01%
19,160
2014
$481K ﹤0.01%
32,881
-4,106
2015
$479K ﹤0.01%
7,091
-2,820
2016
$479K ﹤0.01%
28,296
-346,041
2017
$472K ﹤0.01%
5,970
2018
$469K ﹤0.01%
6,588
+220
2019
$469K ﹤0.01%
3,190
+2
2020
$466K ﹤0.01%
10,011
-1,205
2021
$465K ﹤0.01%
9,090
2022
$463K ﹤0.01%
3,396
-1,756
2023
$463K ﹤0.01%
18,494
-38,748
2024
$462K ﹤0.01%
+154,472
2025
$462K ﹤0.01%
34,810