Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

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
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$226M
2 +$181M
3 +$173M
4
QSR icon
Restaurant Brands International
QSR
+$169M
5
MHK icon
Mohawk Industries
MHK
+$153M

Top Sells

1 +$335M
2 +$233M
3 +$230M
4
PFE icon
Pfizer
PFE
+$216M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.31%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$13K ﹤0.01%
392
+127
3177
$13K ﹤0.01%
1,271
3178
$13K ﹤0.01%
470
3179
$13K ﹤0.01%
714
3180
$13K ﹤0.01%
798
-715
3181
$13K ﹤0.01%
5,014
-5,426
3182
$13K ﹤0.01%
2,025
3183
$13K ﹤0.01%
181
-1,553
3184
$13K ﹤0.01%
2,105
-66
3185
$13K ﹤0.01%
1,000
3186
$13K ﹤0.01%
667
3187
$13K ﹤0.01%
+309
3188
$13K ﹤0.01%
+2,601
3189
$13K ﹤0.01%
679
+190
3190
$13K ﹤0.01%
505
-417
3191
$13K ﹤0.01%
700
3192
$13K ﹤0.01%
35
3193
$13K ﹤0.01%
1,157
3194
$13K ﹤0.01%
+13
3195
$13K ﹤0.01%
3,243
3196
0
3197
$13K ﹤0.01%
381
+351
3198
$13K ﹤0.01%
1,326
3199
$13K ﹤0.01%
+500
3200
$12K ﹤0.01%
452
+268