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
$317B
AUM Growth
+$9.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,966
New
Increased
Reduced
Closed

Top Buys

1 +$1.11B
2 +$437M
3 +$383M
4
TRP icon
TC Energy
TRP
+$306M
5
SNOW icon
Snowflake
SNOW
+$281M

Top Sells

1 +$1.07B
2 +$738M
3 +$491M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$393M
5
NVDA icon
NVIDIA
NVDA
+$336M

Sector Composition

1 Communication Services 24.78%
2 Consumer Discretionary 19.79%
3 Technology 15.21%
4 Financials 14.43%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$562K ﹤0.01%
3,153
-21
2002
$561K ﹤0.01%
6,468
+346
2003
$560K ﹤0.01%
9,835
-30
2004
$560K ﹤0.01%
+7,699
2005
$557K ﹤0.01%
18,896
+7,998
2006
$556K ﹤0.01%
114,469
+89,687
2007
$555K ﹤0.01%
+10,500
2008
$554K ﹤0.01%
3,404
+276
2009
$554K ﹤0.01%
722
-1,790
2010
$551K ﹤0.01%
15,421
-7,729
2011
$551K ﹤0.01%
+5,549
2012
$550K ﹤0.01%
9,117
-20
2013
$549K ﹤0.01%
23,145
-29,935
2014
$547K ﹤0.01%
178,929
+7,628
2015
$546K ﹤0.01%
24,000
-4,875
2016
$546K ﹤0.01%
19,000
2017
$546K ﹤0.01%
21,834
-11,284
2018
$545K ﹤0.01%
14,081
+500
2019
$545K ﹤0.01%
15,367
+457
2020
$545K ﹤0.01%
9,555
-2,567
2021
$544K ﹤0.01%
33,032
+78
2022
$544K ﹤0.01%
5,360
-489
2023
$542K ﹤0.01%
11,190
+869
2024
$541K ﹤0.01%
11,663
-2,324
2025
$539K ﹤0.01%
18,617
+1,448