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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
$212B
AUM Growth
+$212B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,977
New
Increased
Reduced
Closed

Top Buys

1 +$388M
2 +$259M
3 +$235M
4
SU icon
Suncor Energy
SU
+$219M
5
UNH icon
UnitedHealth
UNH
+$193M

Top Sells

1 +$1.98B
2 +$562M
3 +$455M
4
CP icon
Canadian Pacific Kansas City
CP
+$340M
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$323M

Sector Composition

1 Communication Services 24.02%
2 Financials 16.36%
3 Consumer Discretionary 16.06%
4 Technology 12.15%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
-119,976
3402
-1,507,045
3403
-137,410
3404
-445,655
3405
-350,122
3406
-914,217
3407
-1,031,445
3408
-16,001
3409
-15,000
3410
-12,089
3411
-22,026
3412
-54,723
3413
-47,672
3414
-60,085
3415
-30,073
3416
-100,000
3417
-14,852
3418
-20,234
3419
-110,520
3420
-192,395
3421
-91,614
3422
-91,396
3423
-96,462
3424
-624,950
3425
-16,100