Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.02%
 

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
+30.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199B
AUM Growth
+$7.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,369
New
Increased
Reduced
Closed

Top Buys

1 +$742M
2 +$507M
3 +$445M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$418M
5
MSTR icon
Strategy Inc
MSTR
+$267M

Top Sells

1 +$2.72B
2 +$1.19B
3 +$1.03B
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$886M
5
MA icon
Mastercard
MA
+$775M

Sector Composition

1 Financials 22.54%
2 Technology 21.73%
3 Communication Services 8.95%
4 Industrials 7.31%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$205K ﹤0.01%
+3,172
2427
$205K ﹤0.01%
16,525
+803
2428
$204K ﹤0.01%
3,549
+414
2429
$203K ﹤0.01%
16,683
2430
$203K ﹤0.01%
+3,614
2431
$202K ﹤0.01%
6,772
-34
2432
$202K ﹤0.01%
+7,000
2433
$202K ﹤0.01%
9,002
-23
2434
$202K ﹤0.01%
4,649
-13,451
2435
$201K ﹤0.01%
2,649
-2,307
2436
$201K ﹤0.01%
+11,165
2437
$200K ﹤0.01%
5,350
-11,906
2438
$200K ﹤0.01%
4,032
-1,205
2439
$199K ﹤0.01%
27,000
+2,000
2440
$199K ﹤0.01%
169
-3
2441
$198K ﹤0.01%
2,948
2442
$197K ﹤0.01%
4,975
+624
2443
$197K ﹤0.01%
15,170
+888
2444
$197K ﹤0.01%
30,001
-499
2445
$196K ﹤0.01%
18,221
+2,512
2446
$196K ﹤0.01%
10,000
2447
$194K ﹤0.01%
3,123
2448
$193K ﹤0.01%
+23,881
2449
$193K ﹤0.01%
21,461
+2,093
2450
$193K ﹤0.01%
2,058