Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.02%
 

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
+30.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.3B
AUM Growth
-$44.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,485
New
Increased
Reduced
Closed

Top Buys

1 +$498M
2 +$213M
3 +$139M
4
SU icon
Suncor Energy
SU
+$122M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120M

Top Sells

1 +$1.46B
2 +$764M
3 +$764M
4
AAPL icon
Apple
AAPL
+$546M
5
ET icon
Energy Transfer Partners
ET
+$353M

Sector Composition

1 Financials 25.33%
2 Technology 12.83%
3 Healthcare 9.11%
4 Industrials 8.91%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$12K ﹤0.01%
1,542
-38,891
3127
$12K ﹤0.01%
119
-4,151
3128
$12K ﹤0.01%
1,534
-5,445
3129
$12K ﹤0.01%
55,221
-115,715
3130
$11K ﹤0.01%
439
-2,924
3131
$11K ﹤0.01%
469
-3,357
3132
$11K ﹤0.01%
+3,500
3133
$11K ﹤0.01%
324
3134
$11K ﹤0.01%
400
-3,625
3135
$11K ﹤0.01%
870
-2,597
3136
$11K ﹤0.01%
310
-140
3137
$11K ﹤0.01%
130
3138
$11K ﹤0.01%
1,050
3139
$11K ﹤0.01%
2,363
-7,991
3140
$11K ﹤0.01%
+1,730
3141
$11K ﹤0.01%
600
-250
3142
$11K ﹤0.01%
97
-3,165
3143
$11K ﹤0.01%
1,610
-7,050
3144
$11K ﹤0.01%
5,279
-312,731
3145
$11K ﹤0.01%
896
+308
3146
$11K ﹤0.01%
1,946
-137,908
3147
$11K ﹤0.01%
+30,000
3148
$11K ﹤0.01%
1,203
-11,604
3149
$11K ﹤0.01%
1,750
-4,966
3150
$11K ﹤0.01%
183
-694