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
$84.4B
AUM Growth
-$990M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,424
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$327M
3 +$305M
4
ADM icon
Archer Daniels Midland
ADM
+$174M
5
JNJ icon
Johnson & Johnson
JNJ
+$147M

Top Sells

1 +$688M
2 +$526M
3 +$457M
4
BNS icon
Scotiabank
BNS
+$414M
5
CNI icon
Canadian National Railway
CNI
+$331M

Sector Composition

1 Financials 26.65%
2 Energy 14.39%
3 Industrials 8.62%
4 Technology 8.53%
5 Healthcare 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$47K ﹤0.01%
+500
2727
$47K ﹤0.01%
687
-1,036
2728
$47K ﹤0.01%
2,413
-1,106
2729
$47K ﹤0.01%
2,217
-1,530
2730
$47K ﹤0.01%
15,390
-1,224
2731
$46K ﹤0.01%
1,674
-9,412
2732
$46K ﹤0.01%
833
+533
2733
$46K ﹤0.01%
1,346
-857
2734
$45K ﹤0.01%
1,428
-330
2735
$45K ﹤0.01%
1,064
+752
2736
$45K ﹤0.01%
1,107
+540
2737
$45K ﹤0.01%
2,000
2738
$45K ﹤0.01%
3,000
-357
2739
$45K ﹤0.01%
1,254
-2,166
2740
$45K ﹤0.01%
545
-26,764
2741
$45K ﹤0.01%
7,500
2742
$44K ﹤0.01%
3,925
-191
2743
$44K ﹤0.01%
+1,228
2744
$44K ﹤0.01%
3,152
-2,884
2745
$44K ﹤0.01%
2,510
+1,182
2746
$44K ﹤0.01%
2,496
-136
2747
$44K ﹤0.01%
13
2748
$44K ﹤0.01%
+400
2749
$44K ﹤0.01%
2,970
+557
2750
$44K ﹤0.01%
600