We are live on ! Find out more
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
$85.4B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,383
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$260M
3 +$251M
4
CNI icon
Canadian National Railway
CNI
+$238M
5
EOG icon
EOG Resources
EOG
+$194M

Top Sells

1 +$273M
2 +$261M
3 +$165M
4
C icon
Citigroup
C
+$162M
5
MCK icon
McKesson
MCK
+$144M

Sector Composition

1 Financials 28.95%
2 Energy 15.68%
3 Industrials 8.2%
4 Healthcare 7.08%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$35K ﹤0.01%
+946
2952
$35K ﹤0.01%
604
+239
2953
$35K ﹤0.01%
910
2954
$35K ﹤0.01%
1,665
+376
2955
$34K ﹤0.01%
1,810
+460
2956
$34K ﹤0.01%
+1,258
2957
$34K ﹤0.01%
450
+240
2958
$34K ﹤0.01%
+2,230
2959
$34K ﹤0.01%
575
+254
2960
$34K ﹤0.01%
+1,140
2961
$34K ﹤0.01%
323
2962
$34K ﹤0.01%
705
+102
2963
$34K ﹤0.01%
6,925
2964
$34K ﹤0.01%
+1,459
2965
$34K ﹤0.01%
1,007
-234,977
2966
$33K ﹤0.01%
+3,410
2967
$33K ﹤0.01%
480
+435
2968
$33K ﹤0.01%
820
+745
2969
$33K ﹤0.01%
1,000
-1,400
2970
$33K ﹤0.01%
+1,985
2971
$33K ﹤0.01%
1,106
+940
2972
$33K ﹤0.01%
4,520
-94,080
2973
$33K ﹤0.01%
1,433
2974
$33K ﹤0.01%
1,281
-139
2975
$33K ﹤0.01%
624
+200