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
$63.1B
AUM Growth
+$7.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,587
New
Increased
Reduced
Closed

Top Buys

1 +$263M
2 +$237M
3 +$212M
4
MGA icon
Magna International
MGA
+$198M
5
CNQ icon
Canadian Natural Resources
CNQ
+$180M

Top Sells

1 +$169M
2 +$138M
3 +$124M
4
LLY icon
Eli Lilly
LLY
+$119M
5
SLB icon
SLB Ltd
SLB
+$87.5M

Sector Composition

1 Financials 30.32%
2 Energy 14.48%
3 Industrials 7.83%
4 Technology 6.79%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$33K ﹤0.01%
1,250
2602
$33K ﹤0.01%
2,325
2603
$33K ﹤0.01%
1,850
+1,500
2604
$33K ﹤0.01%
1,724
2605
$33K ﹤0.01%
860
2606
$33K ﹤0.01%
3,170
2607
$33K ﹤0.01%
1,532
2608
$33K ﹤0.01%
1,052
2609
$33K ﹤0.01%
855
+4
2610
$33K ﹤0.01%
750
-1,500
2611
$32K ﹤0.01%
1,308
-15,831
2612
$32K ﹤0.01%
2,994
2613
$32K ﹤0.01%
307
2614
$32K ﹤0.01%
+2,372
2615
$32K ﹤0.01%
1,650
+80
2616
$32K ﹤0.01%
2,168
+1,084
2617
$32K ﹤0.01%
1,335
-4,605
2618
$32K ﹤0.01%
3,260
-35
2619
$32K ﹤0.01%
1,230
2620
$32K ﹤0.01%
1,275
2621
$32K ﹤0.01%
392
+25
2622
$32K ﹤0.01%
3,206
2623
$32K ﹤0.01%
687
-15
2624
$31K ﹤0.01%
480
2625
$31K ﹤0.01%
427