Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

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
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.3B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,378
New
Increased
Reduced
Closed

Top Buys

1 +$780M
2 +$322M
3 +$204M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$162M
5
INTC icon
Intel
INTC
+$142M

Top Sells

1 +$284M
2 +$235M
3 +$222M
4
BNS icon
Scotiabank
BNS
+$212M
5
MFC icon
Manulife Financial
MFC
+$196M

Sector Composition

1 Financials 27.93%
2 Energy 9.26%
3 Communication Services 9.16%
4 Healthcare 8.8%
5 Technology 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$26K ﹤0.01%
+1,880
3077
$26K ﹤0.01%
3,495
3078
$26K ﹤0.01%
610
-107
3079
$26K ﹤0.01%
+596
3080
$26K ﹤0.01%
3,403
-2,959
3081
0
3082
$25K ﹤0.01%
2,207
3083
$25K ﹤0.01%
905
-4,338
3084
$25K ﹤0.01%
2,000
3085
$25K ﹤0.01%
275
+235
3086
$25K ﹤0.01%
660
-1,989
3087
$25K ﹤0.01%
1,724
3088
$25K ﹤0.01%
662
3089
$25K ﹤0.01%
1,672
-1,328
3090
$25K ﹤0.01%
3,405
-21,600
3091
$25K ﹤0.01%
+3,000
3092
$25K ﹤0.01%
630
3093
$25K ﹤0.01%
8,223
3094
$25K ﹤0.01%
1,595
3095
$25K ﹤0.01%
1,104
+2
3096
$25K ﹤0.01%
8,453
+5,281
3097
$25K ﹤0.01%
2,400
3098
$25K ﹤0.01%
2,700
3099
$25K ﹤0.01%
1,561
+1,032
3100
$25K ﹤0.01%
+3,736