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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
$103B
AUM Growth
+$21.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,510
New
Increased
Reduced
Closed

Top Buys

1 +$512M
2 +$458M
3 +$275M
4
SHOP icon
Shopify
SHOP
+$265M
5
TRP icon
TC Energy
TRP
+$244M

Top Sells

1 +$363M
2 +$202M
3 +$198M
4
CNQ icon
Canadian Natural Resources
CNQ
+$121M
5
INVH icon
Invitation Homes
INVH
+$112M

Sector Composition

1 Financials 24.51%
2 Technology 15.11%
3 Healthcare 8.51%
4 Communication Services 8.49%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$68K ﹤0.01%
11,096
+10,134
2902
$68K ﹤0.01%
1,700
+700
2903
$67K ﹤0.01%
2,725
+1,213
2904
$67K ﹤0.01%
2,561
+778
2905
$67K ﹤0.01%
5,000
2906
$67K ﹤0.01%
1,670
-1,735
2907
$67K ﹤0.01%
+1,882
2908
$66K ﹤0.01%
8,808
+8,233
2909
$66K ﹤0.01%
5,146
+4,536
2910
$66K ﹤0.01%
5,594
+4,295
2911
$66K ﹤0.01%
3,181
+2,979
2912
$66K ﹤0.01%
4,577
-4,911
2913
$66K ﹤0.01%
2,254
+1,682
2914
$66K ﹤0.01%
738
-75
2915
$66K ﹤0.01%
2,977
+2,227
2916
$66K ﹤0.01%
+6,112
2917
$66K ﹤0.01%
+7,160
2918
$66K ﹤0.01%
6,185
-14,111
2919
$65K ﹤0.01%
1,854
+1,472
2920
$65K ﹤0.01%
4,432
-1,036
2921
$65K ﹤0.01%
16,826
+12,770
2922
$65K ﹤0.01%
+2,285
2923
$65K ﹤0.01%
2,035
+1,794
2924
$65K ﹤0.01%
1,931
2925
$65K ﹤0.01%
1,321
+871