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
2026
$114K ﹤0.01%
+4,197
2027
$114K ﹤0.01%
+1,859
2028
$114K ﹤0.01%
+3,370
2029
$113K ﹤0.01%
+2,280
2030
$113K ﹤0.01%
+17,133
2031
$113K ﹤0.01%
+1,683
2032
$112K ﹤0.01%
+6,855
2033
$112K ﹤0.01%
+8,058
2034
$112K ﹤0.01%
+10,982
2035
$112K ﹤0.01%
+3,324
2036
$111K ﹤0.01%
+1,880
2037
$111K ﹤0.01%
+3,239
2038
$111K ﹤0.01%
+3,229
2039
$110K ﹤0.01%
+13,009
2040
$110K ﹤0.01%
+15,672
2041
$109K ﹤0.01%
+2,109
2042
$109K ﹤0.01%
+1,406
2043
$109K ﹤0.01%
+1,307
2044
$109K ﹤0.01%
+2,217
2045
$109K ﹤0.01%
+773
2046
$109K ﹤0.01%
+5,596
2047
$109K ﹤0.01%
+10,869
2048
$108K ﹤0.01%
+7,800
2049
$108K ﹤0.01%
+4,000
2050
$108K ﹤0.01%
+898