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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
$193B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,112
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$1.17B
3 +$782M
4
ENB icon
Enbridge
ENB
+$675M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$619M

Top Sells

1 +$226M
2 +$137M
3 +$131M
4
SPLK
Splunk Inc
SPLK
+$115M
5
HGV icon
Hilton Grand Vacations
HGV
+$112M

Sector Composition

1 Financials 23.76%
2 Technology 16.96%
3 Communication Services 8.92%
4 Consumer Discretionary 8.52%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$76K ﹤0.01%
1,348
+963
3127
$76K ﹤0.01%
660
+205
3128
$75K ﹤0.01%
4,327
+2,327
3129
$75K ﹤0.01%
26,000
+1,000
3130
$75K ﹤0.01%
437
+222
3131
$75K ﹤0.01%
2,096
+1,000
3132
$74K ﹤0.01%
1,620
-8,885
3133
$74K ﹤0.01%
1,941
3134
$74K ﹤0.01%
1,208
+788
3135
$72K ﹤0.01%
+1,724
3136
$72K ﹤0.01%
10,637
-5,837
3137
$71K ﹤0.01%
+700
3138
$71K ﹤0.01%
+12
3139
$71K ﹤0.01%
+3,244
3140
$71K ﹤0.01%
+1,200
3141
$70K ﹤0.01%
1,123
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3142
$70K ﹤0.01%
+1,400
3143
$69K ﹤0.01%
+858
3144
$69K ﹤0.01%
32,040
+1,380
3145
$69K ﹤0.01%
28,020
+7,232
3146
$68K ﹤0.01%
1,697
+1,550
3147
$67K ﹤0.01%
+1,359
3148
$65K ﹤0.01%
1,053
-86,559
3149
$65K ﹤0.01%
+1,160
3150
$65K ﹤0.01%
13,458
-8,257