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
$112B
AUM Growth
+$3.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$475M
2 +$315M
3 +$298M
4
GLD icon
SPDR Gold Trust
GLD
+$237M
5
LLY icon
Eli Lilly
LLY
+$182M

Top Sells

1 +$384M
2 +$284M
3 +$266M
4
CTXS
Citrix Systems Inc
CTXS
+$261M
5
RY icon
Royal Bank of Canada
RY
+$226M

Sector Composition

1 Financials 27.4%
2 Technology 9.94%
3 Energy 9.92%
4 Industrials 8.59%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$20K ﹤0.01%
345
3277
$20K ﹤0.01%
1,113
3278
$20K ﹤0.01%
20
-13
3279
$20K ﹤0.01%
114
-1,333
3280
$19K ﹤0.01%
681
-148,997
3281
$19K ﹤0.01%
3,397
3282
$19K ﹤0.01%
912
3283
$19K ﹤0.01%
500
3284
$19K ﹤0.01%
400
3285
$19K ﹤0.01%
532
-4,622
3286
$19K ﹤0.01%
+2,095
3287
$19K ﹤0.01%
9,558
3288
$19K ﹤0.01%
227
+167
3289
$19K ﹤0.01%
596
3290
$19K ﹤0.01%
693
+108
3291
$19K ﹤0.01%
4,479
-8,213
3292
$19K ﹤0.01%
171
-11,961
3293
$19K ﹤0.01%
390
-1,963
3294
$19K ﹤0.01%
1,016
-65,502
3295
$18K ﹤0.01%
+1,017
3296
$18K ﹤0.01%
444
3297
$18K ﹤0.01%
838
-64
3298
0
3299
$18K ﹤0.01%
2,403
+958
3300
$18K ﹤0.01%
3,297