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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
$110B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,529
New
Increased
Reduced
Closed

Top Buys

1 +$441M
2 +$350M
3 +$335M
4
MFC icon
Manulife Financial
MFC
+$281M
5
BNS icon
Scotiabank
BNS
+$276M

Top Sells

1 +$788M
2 +$492M
3 +$441M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$406M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$405M

Sector Composition

1 Financials 28.82%
2 Technology 10.59%
3 Energy 9.91%
4 Industrials 8.88%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$44K ﹤0.01%
1,501
+120
3202
$44K ﹤0.01%
33,740
-622,966
3203
$44K ﹤0.01%
1,434
+176
3204
$44K ﹤0.01%
2,736
-1,272
3205
$44K ﹤0.01%
2,015
+72
3206
$44K ﹤0.01%
1,579
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3207
$44K ﹤0.01%
4,173
-49,791
3208
$44K ﹤0.01%
45,000
3209
$44K ﹤0.01%
1,965
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3210
$44K ﹤0.01%
3,144
+170
3211
$44K ﹤0.01%
5,906
-1,161
3212
$44K ﹤0.01%
456
+29
3213
$43K ﹤0.01%
3,174
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3214
$43K ﹤0.01%
2,222
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3215
$43K ﹤0.01%
3,893
+1,169
3216
$43K ﹤0.01%
11,860
+9,680
3217
$43K ﹤0.01%
2,042
-86,002
3218
$43K ﹤0.01%
1,650
-1,865
3219
$43K ﹤0.01%
4,246
-5,524
3220
$43K ﹤0.01%
952
+35
3221
$43K ﹤0.01%
3,625
-1,850
3222
$43K ﹤0.01%
1,590
3223
$43K ﹤0.01%
2,070
-36
3224
$43K ﹤0.01%
872
3225
$43K ﹤0.01%
4,488
+298