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
$193B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,112
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$1.17B
3 +$782M
4
ENB icon
Enbridge
ENB
+$675M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$619M

Top Sells

1 +$226M
2 +$137M
3 +$131M
4
SPLK
Splunk Inc
SPLK
+$115M
5
HGV icon
Hilton Grand Vacations
HGV
+$112M

Sector Composition

1 Financials 23.77%
2 Technology 16.96%
3 Communication Services 8.92%
4 Consumer Discretionary 8.52%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$339K ﹤0.01%
51,921
+17,245
2777
$339K ﹤0.01%
17,831
-2,218
2778
$338K ﹤0.01%
23,851
-3,044
2779
$338K ﹤0.01%
5,596
+5,496
2780
$337K ﹤0.01%
6,705
+1,499
2781
$336K ﹤0.01%
22,264
-56,747
2782
$336K ﹤0.01%
2,211
-606
2783
$336K ﹤0.01%
86,870
+13,244
2784
$334K ﹤0.01%
16,337
+11,619
2785
$332K ﹤0.01%
6,017
+1,724
2786
$331K ﹤0.01%
15,868
+4,299
2787
$330K ﹤0.01%
10,050
+2,608
2788
$330K ﹤0.01%
5,015
-448
2789
$328K ﹤0.01%
12,980
+2,698
2790
$328K ﹤0.01%
161,709
+18,005
2791
$328K ﹤0.01%
1,047
+116
2792
$326K ﹤0.01%
3,784
+3,719
2793
$325K ﹤0.01%
3,314
-26,267
2794
$324K ﹤0.01%
16,006
-182
2795
$322K ﹤0.01%
14,913
+3,662
2796
$322K ﹤0.01%
19,427
+14,715
2797
$322K ﹤0.01%
4,022
+873
2798
$321K ﹤0.01%
15,073
+4,442
2799
$319K ﹤0.01%
2,152
-181
2800
$318K ﹤0.01%
6,570
+1,661