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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
$110B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,529
New
Increased
Reduced
Closed

Top Buys

1 +$441M
2 +$350M
3 +$335M
4
MFC icon
Manulife Financial
MFC
+$281M
5
BNS icon
Scotiabank
BNS
+$276M

Top Sells

1 +$788M
2 +$492M
3 +$441M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$406M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$405M

Sector Composition

1 Financials 28.82%
2 Technology 10.59%
3 Energy 9.91%
4 Industrials 8.88%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$164K ﹤0.01%
7,161
-807
2577
$164K ﹤0.01%
6,600
-710
2578
$164K ﹤0.01%
4,800
+147
2579
$164K ﹤0.01%
10,041
-3,769
2580
$164K ﹤0.01%
901
-6,575
2581
$163K ﹤0.01%
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+1,335
2582
$163K ﹤0.01%
4,580
2583
$163K ﹤0.01%
7,533
-394
2584
$163K ﹤0.01%
14,577
+1,497
2585
$162K ﹤0.01%
2,324
+94
2586
$161K ﹤0.01%
4,008
+183
2587
$161K ﹤0.01%
8,000
2588
$161K ﹤0.01%
18,606
+9,850
2589
$161K ﹤0.01%
1,807
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2590
$161K ﹤0.01%
6,550
-160
2591
$161K ﹤0.01%
9,607
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2592
$161K ﹤0.01%
5,497
-2,960
2593
$160K ﹤0.01%
5,075
-1,459
2594
$159K ﹤0.01%
1,738
+1,338
2595
$159K ﹤0.01%
3,315
+39
2596
$158K ﹤0.01%
13,368
-2,580
2597
$158K ﹤0.01%
1,966
-274
2598
$158K ﹤0.01%
5,877
+541
2599
$158K ﹤0.01%
3,587
+100
2600
$157K ﹤0.01%
12,121
+350