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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
$85.4B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,383
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$260M
3 +$251M
4
CNI icon
Canadian National Railway
CNI
+$238M
5
EOG icon
EOG Resources
EOG
+$194M

Top Sells

1 +$273M
2 +$261M
3 +$165M
4
C icon
Citigroup
C
+$162M
5
MCK icon
McKesson
MCK
+$144M

Sector Composition

1 Financials 28.95%
2 Energy 15.68%
3 Industrials 8.2%
4 Healthcare 7.08%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$19K ﹤0.01%
2,000
3202
$19K ﹤0.01%
4,750
+1,750
3203
$19K ﹤0.01%
1,251
+780
3204
$19K ﹤0.01%
+1,000
3205
$19K ﹤0.01%
180
-1,320
3206
$19K ﹤0.01%
+1,460
3207
$19K ﹤0.01%
+530
3208
$19K ﹤0.01%
1,091
+470
3209
$19K ﹤0.01%
+914
3210
$18K ﹤0.01%
+1,320
3211
$18K ﹤0.01%
1,450
+450
3212
$18K ﹤0.01%
1,181
+940
3213
$18K ﹤0.01%
607
+154
3214
$18K ﹤0.01%
+50
3215
$18K ﹤0.01%
475
+380
3216
$18K ﹤0.01%
244
3217
$18K ﹤0.01%
732
+337
3218
$18K ﹤0.01%
880
-8,575
3219
$18K ﹤0.01%
1,162
3220
$18K ﹤0.01%
280
-800
3221
$18K ﹤0.01%
+1,190
3222
$18K ﹤0.01%
100
3223
$18K ﹤0.01%
1,200
3224
$18K ﹤0.01%
1,170
+170
3225
$18K ﹤0.01%
+3,410