Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.02%
 

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
+30.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$194M
2 +$159M
3 +$159M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$157M
5
MRK icon
Merck
MRK
+$145M

Top Sells

1 +$881M
2 +$367M
3 +$297M
4
BNS icon
Scotiabank
BNS
+$264M
5
NFLX icon
Netflix
NFLX
+$224M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$35K ﹤0.01%
+202
3402
$35K ﹤0.01%
1,652
+1,347
3403
$35K ﹤0.01%
2,549
-7,678
3404
$35K ﹤0.01%
+5,977
3405
$35K ﹤0.01%
18,035
+3,808
3406
$34K ﹤0.01%
2,408
+1,559
3407
$34K ﹤0.01%
+1,263
3408
$34K ﹤0.01%
+1,278
3409
$34K ﹤0.01%
1,416
+1,398
3410
$34K ﹤0.01%
1,112
+653
3411
$34K ﹤0.01%
662
3412
$34K ﹤0.01%
2,163
+1,000
3413
$34K ﹤0.01%
2,823
-8,203
3414
$34K ﹤0.01%
1,498
-118,800
3415
$34K ﹤0.01%
+2,016
3416
$34K ﹤0.01%
3,124
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3417
$34K ﹤0.01%
5,834
-1,438
3418
$34K ﹤0.01%
+1,291
3419
$33K ﹤0.01%
+1,331
3420
$33K ﹤0.01%
+2,230
3421
$33K ﹤0.01%
1,482
+1,481
3422
$33K ﹤0.01%
+661
3423
$33K ﹤0.01%
1,200
-3,872
3424
$33K ﹤0.01%
2,034
+1,544
3425
$33K ﹤0.01%
3,178
-13,899