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
$208M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,046
New
Increased
Reduced
Closed

Top Buys

1 +$905M
2 +$900M
3 +$596M
4
BN icon
Brookfield
BN
+$554M
5
TU icon
Telus
TU
+$458M

Top Sells

1 +$1.07B
2 +$638M
3 +$550M
4
NVDA icon
NVIDIA
NVDA
+$423M
5
UNH icon
UnitedHealth
UNH
+$370M

Sector Composition

1 Communication Services 23.73%
2 Financials 17.39%
3 Consumer Discretionary 16.47%
4 Technology 11.55%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$397 ﹤0.01%
6,797
-31
2327
$397 ﹤0.01%
15,562
-229
2328
$397 ﹤0.01%
39,148
+9,953
2329
$396 ﹤0.01%
17,566
+1,136
2330
$396 ﹤0.01%
12,918
+1,740
2331
$396 ﹤0.01%
48,647
2332
$395 ﹤0.01%
5,375
-211
2333
$395 ﹤0.01%
13,207
+2,554
2334
$395 ﹤0.01%
9,387
-9,656
2335
$394 ﹤0.01%
18,899
-31,602
2336
$393 ﹤0.01%
+44,505
2337
$393 ﹤0.01%
7,380
+2,371
2338
$391 ﹤0.01%
+20,065
2339
$391 ﹤0.01%
+3,183
2340
$390 ﹤0.01%
6,637
+607
2341
$389 ﹤0.01%
+38,505
2342
$389 ﹤0.01%
+38,405
2343
$388 ﹤0.01%
10,398
-4,175
2344
$388 ﹤0.01%
3,025
+33
2345
$388 ﹤0.01%
6,722
+3,320
2346
$387 ﹤0.01%
+28,453
2347
$387 ﹤0.01%
+38,361
2348
$386 ﹤0.01%
29,421
-101,776
2349
$385 ﹤0.01%
4,051
+1,556
2350
$385 ﹤0.01%
99,632
-809