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
$70.2B
AUM Growth
-$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Top Buys

1 +$219M
2 +$202M
3 +$154M
4
ETP
Energy Transfer Partners L.p.
ETP
+$152M
5
BA icon
Boeing
BA
+$112M

Top Sells

1 +$532M
2 +$513M
3 +$260M
4
MDT icon
Medtronic
MDT
+$240M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$238M

Sector Composition

1 Financials 28.78%
2 Energy 9.94%
3 Healthcare 9.57%
4 Technology 8.06%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$5K ﹤0.01%
500
3402
$5K ﹤0.01%
116
-119
3403
$5K ﹤0.01%
502
3404
$5K ﹤0.01%
110
3405
$5K ﹤0.01%
180
+130
3406
$5K ﹤0.01%
250
3407
$5K ﹤0.01%
288
+232
3408
$5K ﹤0.01%
924
3409
$5K ﹤0.01%
166
-399
3410
$5K ﹤0.01%
+399
3411
$5K ﹤0.01%
+325
3412
$5K ﹤0.01%
+300
3413
$5K ﹤0.01%
106
-49
3414
$5K ﹤0.01%
+200
3415
$5K ﹤0.01%
417
-311
3416
$5K ﹤0.01%
150
3417
$5K ﹤0.01%
318
3418
$5K ﹤0.01%
240
3419
$4K ﹤0.01%
557
-160
3420
$4K ﹤0.01%
+375
3421
$4K ﹤0.01%
3,958
+3,134
3422
$4K ﹤0.01%
+40
3423
$4K ﹤0.01%
299
3424
$4K ﹤0.01%
160
-4
3425
0