Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $245B
1-Year Est. Return 31.62%
 

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
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243B
AUM Growth
+$43.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$706M
3 +$604M
4
MSFT icon
Microsoft
MSFT
+$515M
5
GLD icon
SPDR Gold Trust
GLD
+$499M

Top Sells

1 +$742M
2 +$513M
3 +$488M
4
CNQ icon
Canadian Natural Resources
CNQ
+$389M
5
AMD icon
Advanced Micro Devices
AMD
+$380M

Sector Composition

1 Financials 23.02%
2 Technology 22.97%
3 Communication Services 8.19%
4 Consumer Discretionary 6.43%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$265K ﹤0.01%
7,595
+1,662
2202
$265K ﹤0.01%
1,950
+1,176
2203
$264K ﹤0.01%
11,382
-4,842
2204
$263K ﹤0.01%
9,224
+1,003
2205
$262K ﹤0.01%
1,526
+72
2206
$262K ﹤0.01%
6,186
-3,210
2207
$262K ﹤0.01%
8,474
2208
$261K ﹤0.01%
11,118
-159
2209
$261K ﹤0.01%
15,900
2210
$260K ﹤0.01%
2,147
-2,240
2211
$260K ﹤0.01%
58,648
-21,635
2212
$259K ﹤0.01%
+212,367
2213
$259K ﹤0.01%
12,668
-11,165
2214
$259K ﹤0.01%
14,202
-4,651
2215
$259K ﹤0.01%
2,133
-524
2216
$259K ﹤0.01%
9,166
+3,964
2217
$258K ﹤0.01%
7,337
+750
2218
$257K ﹤0.01%
1,215
-1,070
2219
$257K ﹤0.01%
9,514
-5,976
2220
$257K ﹤0.01%
27,155
-36,010
2221
$257K ﹤0.01%
3,573
2222
$257K ﹤0.01%
13,576
+116
2223
$257K ﹤0.01%
29,270
+572
2224
$257K ﹤0.01%
3,864
-5,714
2225
$256K ﹤0.01%
2,019
-131