We are live on ! Find out more
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
$103B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$267M
2 +$235M
3 +$207M
4
WCN
Waste Connections
WCN
+$192M
5
BX icon
Blackstone
BX
+$187M

Top Sells

1 +$761M
2 +$340M
3 +$298M
4
EOG icon
EOG Resources
EOG
+$262M
5
DFS
Discover Financial Services
DFS
+$190M

Sector Composition

1 Financials 26.44%
2 Energy 10.91%
3 Industrials 8.47%
4 Communication Services 8.03%
5 Technology 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$17K ﹤0.01%
+625
3277
$17K ﹤0.01%
1,295
3278
$17K ﹤0.01%
+939
3279
$17K ﹤0.01%
13
3280
$17K ﹤0.01%
130
+66
3281
$17K ﹤0.01%
120
3282
$17K ﹤0.01%
+500
3283
$17K ﹤0.01%
958
+520
3284
$17K ﹤0.01%
5,530
-1,607
3285
$17K ﹤0.01%
3,297
+1,715
3286
$17K ﹤0.01%
+189
3287
$17K ﹤0.01%
1,000
3288
$16K ﹤0.01%
275
+1
3289
$16K ﹤0.01%
407
3290
$16K ﹤0.01%
740
-1,924
3291
$16K ﹤0.01%
1,331
+532
3292
$16K ﹤0.01%
3,369
3293
$16K ﹤0.01%
474
-3,132
3294
$16K ﹤0.01%
+558
3295
$16K ﹤0.01%
1,295
-500
3296
$16K ﹤0.01%
250
+150
3297
$16K ﹤0.01%
204
-11,802
3298
$16K ﹤0.01%
500
3299
$16K ﹤0.01%
1,478
+814
3300
$16K ﹤0.01%
2,596
-17,326