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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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$226M
2 +$181M
3 +$173M
4
QSR icon
Restaurant Brands International
QSR
+$169M
5
MHK icon
Mohawk Industries
MHK
+$153M

Top Sells

1 +$335M
2 +$233M
3 +$230M
4
PFE icon
Pfizer
PFE
+$216M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.31%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$30K ﹤0.01%
1,235
+1,033
2902
$30K ﹤0.01%
1,724
2903
$30K ﹤0.01%
670
2904
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697
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2905
$30K ﹤0.01%
+960
2906
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+2,050
2907
$30K ﹤0.01%
45,944
-797,289
2908
$30K ﹤0.01%
696
-2,856
2909
$30K ﹤0.01%
1,259
-1,152
2910
0
2911
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1,050
+1,000
2912
$29K ﹤0.01%
4,215
2913
$29K ﹤0.01%
531
-5,184
2914
$29K ﹤0.01%
+1,920
2915
$29K ﹤0.01%
2,165
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2916
$29K ﹤0.01%
662
2917
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2918
$29K ﹤0.01%
+776
2919
$29K ﹤0.01%
1,625
2920
$29K ﹤0.01%
1,171
2921
$29K ﹤0.01%
647
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2922
$29K ﹤0.01%
3,200
2923
$28K ﹤0.01%
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2924
$28K ﹤0.01%
630
2925
$28K ﹤0.01%
928