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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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$194M
2 +$159M
3 +$159M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$157M
5
MRK icon
Merck
MRK
+$145M

Top Sells

1 +$881M
2 +$367M
3 +$297M
4
BNS icon
Scotiabank
BNS
+$264M
5
NFLX icon
Netflix
NFLX
+$224M

Sector Composition

1 Financials 26.9%
2 Technology 11.08%
3 Energy 9.54%
4 Industrials 8.66%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$59K ﹤0.01%
6,213
+5,065
3152
$59K ﹤0.01%
+1,018
3153
$59K ﹤0.01%
176
+120
3154
$59K ﹤0.01%
+2,400
3155
$59K ﹤0.01%
1,799
+1,510
3156
$59K ﹤0.01%
+1,500
3157
$59K ﹤0.01%
2,576
-51,690
3158
$59K ﹤0.01%
6,920
-14,930
3159
$59K ﹤0.01%
2,888
+2,874
3160
$59K ﹤0.01%
4,107
+3,391
3161
$59K ﹤0.01%
2,947
+1,188
3162
$58K ﹤0.01%
5,050
3163
$58K ﹤0.01%
2,412
+1,844
3164
$58K ﹤0.01%
4,113
+2,773
3165
$58K ﹤0.01%
2,602
+2,161
3166
$58K ﹤0.01%
7,703
-17,748
3167
$58K ﹤0.01%
457
-716
3168
$58K ﹤0.01%
1,436
+1,301
3169
$58K ﹤0.01%
+989
3170
$58K ﹤0.01%
5,939
+3,567
3171
$57K ﹤0.01%
11,856
+11,105
3172
$57K ﹤0.01%
4,250
3173
$57K ﹤0.01%
2,910
+881
3174
$57K ﹤0.01%
2,500
3175
$57K ﹤0.01%
+1,559