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
$88.7B
AUM Growth
+$4.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,964
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$424M
3 +$228M
4
APD icon
Air Products & Chemicals
APD
+$216M
5
AAPL icon
Apple
AAPL
+$158M

Top Sells

1 +$240M
2 +$189M
3 +$150M
4
NVDA icon
NVIDIA
NVDA
+$113M
5
DOV icon
Dover
DOV
+$98.4M

Sector Composition

1 Financials 28.11%
2 Energy 12.56%
3 Industrials 8.67%
4 Communication Services 8.42%
5 Technology 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$223K ﹤0.01%
7,500
+1,335
2202
$223K ﹤0.01%
19,541
+797
2203
$222K ﹤0.01%
7,070
+37
2204
$221K ﹤0.01%
20,000
2205
$221K ﹤0.01%
7,218
-900
2206
$221K ﹤0.01%
4,999
+205
2207
$219K ﹤0.01%
3,935
+600
2208
$218K ﹤0.01%
5,668
-29,924
2209
$217K ﹤0.01%
15,200
2210
$217K ﹤0.01%
23,308
+23,105
2211
$217K ﹤0.01%
+23,973
2212
$216K ﹤0.01%
9,852
-2,621,862
2213
$215K ﹤0.01%
2,528
-884
2214
$213K ﹤0.01%
+50,000
2215
$213K ﹤0.01%
15,771
-52,390
2216
$212K ﹤0.01%
2,011
2217
$212K ﹤0.01%
14,983
+2,892
2218
$212K ﹤0.01%
23,216
+9,476
2219
$212K ﹤0.01%
+10,100
2220
$212K ﹤0.01%
12,107
+2,148
2221
$212K ﹤0.01%
23,374
+22,910
2222
$211K ﹤0.01%
9,808
+4,475
2223
$211K ﹤0.01%
14,510
-1,410
2224
$211K ﹤0.01%
19,969
+4,349
2225
$211K ﹤0.01%
7,464
+7,292