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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
$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 14.9%
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
2276
$60K ﹤0.01%
+4,996
2277
$59K ﹤0.01%
+8,410
2278
$59K ﹤0.01%
+2,520
2279
$59K ﹤0.01%
+4,092
2280
$59K ﹤0.01%
+7,941
2281
$59K ﹤0.01%
+1,479
2282
$59K ﹤0.01%
+3,500
2283
$59K ﹤0.01%
+775
2284
$59K ﹤0.01%
+2,296
2285
$58K ﹤0.01%
+4,285
2286
$58K ﹤0.01%
+5,413
2287
$58K ﹤0.01%
+1,876
2288
$58K ﹤0.01%
+3,987
2289
$58K ﹤0.01%
+10,344
2290
$58K ﹤0.01%
+5,377
2291
$58K ﹤0.01%
+4,165
2292
$58K ﹤0.01%
+2,500
2293
$57K ﹤0.01%
+1,132
2294
$57K ﹤0.01%
+1,387
2295
$57K ﹤0.01%
+7,000
2296
$57K ﹤0.01%
+4,140
2297
$57K ﹤0.01%
+5,189
2298
$57K ﹤0.01%
+2,200
2299
$57K ﹤0.01%
+2,020
2300
$56K ﹤0.01%
+10,000