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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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$532M
2 +$188M
3 +$153M
4
MET icon
MetLife
MET
+$151M
5
CTXS
Citrix Systems Inc
CTXS
+$151M

Top Sells

1 +$199M
2 +$168M
3 +$160M
4
TD icon
Toronto Dominion Bank
TD
+$158M
5
UNP icon
Union Pacific
UNP
+$154M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$24K ﹤0.01%
1,541
3027
$24K ﹤0.01%
3,681
+259
3028
$24K ﹤0.01%
979
+240
3029
$24K ﹤0.01%
1,100
+160
3030
$24K ﹤0.01%
1,537
-686
3031
$24K ﹤0.01%
3,800
3032
$24K ﹤0.01%
426
3033
$24K ﹤0.01%
908
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3034
$24K ﹤0.01%
3,686
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$24K ﹤0.01%
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$24K ﹤0.01%
+295
3037
$24K ﹤0.01%
1,228
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3038
$23K ﹤0.01%
2,000
3039
$23K ﹤0.01%
5,041
-1,000
3040
$23K ﹤0.01%
4,100
3041
$23K ﹤0.01%
+2,700
3042
$23K ﹤0.01%
1,125
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3043
$23K ﹤0.01%
340
-300
3044
$23K ﹤0.01%
230
3045
$23K ﹤0.01%
721
3046
$23K ﹤0.01%
3,000
3047
$22K ﹤0.01%
356
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3048
$22K ﹤0.01%
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+2
3049
$22K ﹤0.01%
1,465
-700
3050
$22K ﹤0.01%
1,295
-5,765