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
2101
$90K ﹤0.01%
+2,102
2102
$90K ﹤0.01%
+6,712
2103
$89K ﹤0.01%
+5,953
2104
$89K ﹤0.01%
+357
2105
$89K ﹤0.01%
+3,305
2106
$88K ﹤0.01%
+4,616
2107
$88K ﹤0.01%
+11,700
2108
$87K ﹤0.01%
+1,806
2109
$87K ﹤0.01%
+2,470
2110
$87K ﹤0.01%
+1,985
2111
$87K ﹤0.01%
+2,003
2112
$87K ﹤0.01%
+2,910
2113
$87K ﹤0.01%
+16,616
2114
$86K ﹤0.01%
+6,500
2115
$86K ﹤0.01%
+4,032
2116
$86K ﹤0.01%
+2,551
2117
$85K ﹤0.01%
+2,000
2118
$85K ﹤0.01%
+1,634
2119
$85K ﹤0.01%
+2,616
2120
$84K ﹤0.01%
+9,000
2121
$84K ﹤0.01%
+5,157
2122
$83K ﹤0.01%
+2,162
2123
$83K ﹤0.01%
+3,921
2124
$83K ﹤0.01%
+1,000
2125
$83K ﹤0.01%
+1,080