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
$72.3B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,378
New
Increased
Reduced
Closed

Top Buys

1 +$780M
2 +$322M
3 +$204M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$162M
5
INTC icon
Intel
INTC
+$142M

Top Sells

1 +$284M
2 +$235M
3 +$222M
4
BNS icon
Scotiabank
BNS
+$212M
5
MFC icon
Manulife Financial
MFC
+$196M

Sector Composition

1 Financials 27.93%
2 Energy 9.26%
3 Communication Services 9.16%
4 Healthcare 8.8%
5 Technology 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$13K ﹤0.01%
+472
3327
$12K ﹤0.01%
+402
3328
$12K ﹤0.01%
1,724
-1,728
3329
$12K ﹤0.01%
407
3330
$12K ﹤0.01%
944
3331
$12K ﹤0.01%
600
3332
$12K ﹤0.01%
1,000
3333
$12K ﹤0.01%
+159
3334
$12K ﹤0.01%
221
3335
$12K ﹤0.01%
1,350
-1,492
3336
$12K ﹤0.01%
254
-59
3337
$12K ﹤0.01%
391
3338
$12K ﹤0.01%
440
+33
3339
$12K ﹤0.01%
+49
3340
$12K ﹤0.01%
+1,457
3341
$12K ﹤0.01%
720
+67
3342
$12K ﹤0.01%
2,274
+450
3343
$12K ﹤0.01%
3,466
+3,379
3344
$12K ﹤0.01%
+1,590
3345
$12K ﹤0.01%
1,000
3346
$12K ﹤0.01%
2,642
+2,215
3347
$12K ﹤0.01%
498
3348
$12K ﹤0.01%
281
3349
$12K ﹤0.01%
+584
3350
$12K ﹤0.01%
760