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
$71.8B
AUM Growth
+$8.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$204M
3 +$201M
4
MSFT icon
Microsoft
MSFT
+$194M
5
HAL icon
Halliburton
HAL
+$181M

Top Sells

1 +$316M
2 +$120M
3 +$110M
4
DDS icon
Dillards
DDS
+$79.3M
5
VLO icon
Valero Energy
VLO
+$77.2M

Sector Composition

1 Financials 30.38%
2 Energy 13.54%
3 Industrials 8.4%
4 Technology 7.57%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$27K ﹤0.01%
1,071
2777
$27K ﹤0.01%
2,000
2778
$27K ﹤0.01%
781
+135
2779
0
2780
$26K ﹤0.01%
+2,000
2781
$26K ﹤0.01%
1,360
2782
$26K ﹤0.01%
346
2783
$26K ﹤0.01%
1,750
2784
$26K ﹤0.01%
971
2785
$26K ﹤0.01%
1,018
+225
2786
$26K ﹤0.01%
444
2787
$26K ﹤0.01%
987
2788
$26K ﹤0.01%
1,270
2789
$26K ﹤0.01%
807
-305
2790
$26K ﹤0.01%
294
-98
2791
$26K ﹤0.01%
700
2792
$26K ﹤0.01%
1,000
2793
$26K ﹤0.01%
1,549
2794
$26K ﹤0.01%
300
2795
$25K ﹤0.01%
194
2796
$25K ﹤0.01%
1,620
2797
$25K ﹤0.01%
456
2798
$25K ﹤0.01%
2,000
2799
$25K ﹤0.01%
234
2800
$25K ﹤0.01%
900