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
3151
$11K ﹤0.01%
2,274
-2,822
3152
$11K ﹤0.01%
10,100
-72,594
3153
$11K ﹤0.01%
437
-130,745
3154
$11K ﹤0.01%
355
-3,662
3155
$11K ﹤0.01%
1,000
-4,353
3156
$11K ﹤0.01%
2,191
-2,287
3157
$11K ﹤0.01%
3,469
-140,630
3158
$11K ﹤0.01%
200
-3,000
3159
$10K ﹤0.01%
700
3160
$10K ﹤0.01%
1,077
-1,998
3161
$10K ﹤0.01%
788
-3,502
3162
$10K ﹤0.01%
2,673
-3,408
3163
$10K ﹤0.01%
5,527
-128,240
3164
$10K ﹤0.01%
1,416
-40,838
3165
$10K ﹤0.01%
583
-322
3166
$10K ﹤0.01%
215
+103
3167
$10K ﹤0.01%
+450
3168
$10K ﹤0.01%
886
-3,253
3169
$10K ﹤0.01%
609
-4,562
3170
$10K ﹤0.01%
2,027
-70,049
3171
$10K ﹤0.01%
200
-3,101
3172
$10K ﹤0.01%
358
-809
3173
$10K ﹤0.01%
829
+423
3174
$10K ﹤0.01%
7,023
+535
3175
$10K ﹤0.01%
483
-30,072