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
$205B
AUM Growth
+$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,833
New
Increased
Reduced
Closed

Top Buys

1 +$719M
2 +$505M
3 +$442M
4
ENB icon
Enbridge
ENB
+$337M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$318M

Top Sells

1 +$585M
2 +$437M
3 +$376M
4
AMD icon
Advanced Micro Devices
AMD
+$367M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$306M

Sector Composition

1 Financials 25.45%
2 Technology 16.97%
3 Communication Services 8.55%
4 Industrials 8.11%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$1.02M ﹤0.01%
12,494
+791
2202
$1.01M ﹤0.01%
21,227
+1,972
2203
$1.01M ﹤0.01%
+21,731
2204
$1.01M ﹤0.01%
27,213
-2,934
2205
$1.01M ﹤0.01%
+117,966
2206
$1.01M ﹤0.01%
29,508
+3,141
2207
$1.01M ﹤0.01%
75,000
2208
$1.01M ﹤0.01%
38,809
2209
$1.01M ﹤0.01%
13,149
-194
2210
$1.01M ﹤0.01%
6,939
+40
2211
$1.01M ﹤0.01%
32,667
-1,193
2212
$1.01M ﹤0.01%
5,416
-14,576
2213
$1.01M ﹤0.01%
100,000
2214
$1M ﹤0.01%
25,152
+1,727
2215
$1M ﹤0.01%
+12,897
2216
$1M ﹤0.01%
109,178
+42,420
2217
$1M ﹤0.01%
32,116
-1,148
2218
$998K ﹤0.01%
13,772
-15
2219
$995K ﹤0.01%
17,411
-597
2220
$993K ﹤0.01%
28,847
+8,753
2221
$992K ﹤0.01%
25,357
-192
2222
$990K ﹤0.01%
32,194
+6,364
2223
$989K ﹤0.01%
19,181
-25,301
2224
$989K ﹤0.01%
37,341
-197
2225
$987K ﹤0.01%
19,948
-138