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
$103B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$267M
2 +$235M
3 +$207M
4
WCN icon
Waste Connections
WCN
+$192M
5
BX icon
Blackstone
BX
+$187M

Top Sells

1 +$761M
2 +$340M
3 +$298M
4
EOG icon
EOG Resources
EOG
+$262M
5
DFS
Discover Financial Services
DFS
+$190M

Sector Composition

1 Financials 26.44%
2 Energy 10.91%
3 Industrials 8.47%
4 Communication Services 8.03%
5 Technology 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$140K ﹤0.01%
3,256
+490
2577
$139K ﹤0.01%
24,092
+4,256
2578
$139K ﹤0.01%
2,532
-400
2579
$139K ﹤0.01%
4,158
+24
2580
$138K ﹤0.01%
2,482
2581
$138K ﹤0.01%
4,971
-609
2582
$138K ﹤0.01%
4,901
+68
2583
$138K ﹤0.01%
5,098
+278
2584
$138K ﹤0.01%
4,904
+64
2585
$138K ﹤0.01%
88,607
+81,900
2586
$137K ﹤0.01%
+5,000
2587
$137K ﹤0.01%
4,815
+2,542
2588
$137K ﹤0.01%
1,836
+963
2589
$136K ﹤0.01%
3,800
2590
$136K ﹤0.01%
24,840
2591
$135K ﹤0.01%
4,386
2592
$135K ﹤0.01%
5,426
-6,583
2593
$135K ﹤0.01%
6,565
-250
2594
$135K ﹤0.01%
10,603
+689
2595
$135K ﹤0.01%
9,814
+9,653
2596
$134K ﹤0.01%
10,248
2597
$134K ﹤0.01%
17,232
2598
$134K ﹤0.01%
7,618
-49,356
2599
$134K ﹤0.01%
15,899
+9,594
2600
$134K ﹤0.01%
11,000