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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$226M
2 +$181M
3 +$173M
4
QSR icon
Restaurant Brands International
QSR
+$169M
5
MHK icon
Mohawk Industries
MHK
+$153M

Top Sells

1 +$335M
2 +$233M
3 +$230M
4
PFE icon
Pfizer
PFE
+$216M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.31%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$83K ﹤0.01%
70,067
-51,514
2502
$83K ﹤0.01%
2,328
-1,024
2503
$83K ﹤0.01%
12,185
-3,989
2504
$83K ﹤0.01%
2,542
+1,954
2505
$82K ﹤0.01%
2,100
-12,747
2506
$82K ﹤0.01%
6,603
-97
2507
$82K ﹤0.01%
171
-40
2508
$82K ﹤0.01%
1,332
-5,849
2509
$82K ﹤0.01%
3,387
+92
2510
$82K ﹤0.01%
3,000
-1,250
2511
$82K ﹤0.01%
2,090
-681
2512
$81K ﹤0.01%
4,431
-2,776
2513
$81K ﹤0.01%
3,112
-993
2514
$81K ﹤0.01%
4,400
2515
$81K ﹤0.01%
2,203
+440
2516
$81K ﹤0.01%
1,836
2517
$81K ﹤0.01%
232
+125
2518
$81K ﹤0.01%
1,153
2519
$80K ﹤0.01%
+1,284
2520
$80K ﹤0.01%
3,737
-17,492
2521
$80K ﹤0.01%
3,057
+1,114
2522
$80K ﹤0.01%
6,449
+200
2523
$80K ﹤0.01%
1,813
-53,370
2524
$80K ﹤0.01%
3,500
-1,143
2525
$80K ﹤0.01%
1,908
-2,585