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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
$81.3B
AUM Growth
-$44.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,485
New
Increased
Reduced
Closed

Top Buys

1 +$498M
2 +$213M
3 +$139M
4
SU icon
Suncor Energy
SU
+$122M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120M

Top Sells

1 +$1.46B
2 +$764M
3 +$764M
4
AAPL icon
Apple
AAPL
+$546M
5
ET icon
Energy Transfer Partners
ET
+$353M

Sector Composition

1 Financials 25.33%
2 Technology 12.83%
3 Healthcare 9.11%
4 Industrials 8.91%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$23K ﹤0.01%
510
-1,371
2902
$22K ﹤0.01%
185
-49
2903
$22K ﹤0.01%
980
-4,545
2904
$22K ﹤0.01%
1,585
-1,793
2905
$22K ﹤0.01%
6,692
-61,819
2906
$22K ﹤0.01%
878
-9,780
2907
$22K ﹤0.01%
+4,540
2908
$22K ﹤0.01%
434
+400
2909
$22K ﹤0.01%
815
2910
$22K ﹤0.01%
244
2911
$22K ﹤0.01%
750
-750
2912
$22K ﹤0.01%
676
-5,406
2913
$22K ﹤0.01%
418
-2,038
2914
$22K ﹤0.01%
1,090
2915
$22K ﹤0.01%
2,000
-135
2916
$22K ﹤0.01%
1,427
-1,187
2917
$21K ﹤0.01%
1,956
-8,598
2918
$21K ﹤0.01%
3,280
-12,731
2919
$21K ﹤0.01%
1,404
-26,791
2920
$21K ﹤0.01%
1,917
+135
2921
$21K ﹤0.01%
1,499
-116,416
2922
$21K ﹤0.01%
2,705
-67,957
2923
$21K ﹤0.01%
4,910
-16,270
2924
$21K ﹤0.01%
289
+257
2925
$21K ﹤0.01%
500