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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
3101
$46K ﹤0.01%
19,800
-106,700
3102
$46K ﹤0.01%
472
+197
3103
$46K ﹤0.01%
3,528
+3,324
3104
$46K ﹤0.01%
2,225
-1,250
3105
$46K ﹤0.01%
238
+134
3106
$46K ﹤0.01%
+3,000
3107
$46K ﹤0.01%
5,083
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3108
$46K ﹤0.01%
2,732
+1,617
3109
$46K ﹤0.01%
5,258
+1,927
3110
$45K ﹤0.01%
1,294
+1,081
3111
$45K ﹤0.01%
4,569
+4,127
3112
$45K ﹤0.01%
2,412
+244
3113
$45K ﹤0.01%
39,345
+9,172
3114
$44K ﹤0.01%
+53
3115
$44K ﹤0.01%
13,309
+11,642
3116
$44K ﹤0.01%
4,752
+1,520
3117
$44K ﹤0.01%
188
-178
3118
$44K ﹤0.01%
+2,000
3119
$44K ﹤0.01%
1,996
+1,192
3120
$43K ﹤0.01%
+5,025
3121
$43K ﹤0.01%
6,770
-425
3122
$43K ﹤0.01%
400
3123
$43K ﹤0.01%
15,972
+2,345
3124
$43K ﹤0.01%
3,439
+1,439
3125
$43K ﹤0.01%
607
-167