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
$97.2B
AUM Growth
-$20.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,566
New
Increased
Reduced
Closed

Top Sells

1 +$968M
2 +$290M
3 +$276M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$222M
5
CI icon
Cigna
CI
+$217M

Sector Composition

1 Financials 25.78%
2 Technology 10.3%
3 Communication Services 9.73%
4 Energy 8.89%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$13K ﹤0.01%
1,044
-1,500,820
3452
$13K ﹤0.01%
579
3453
$13K ﹤0.01%
130
3454
$13K ﹤0.01%
12
-78
3455
$13K ﹤0.01%
85
-938
3456
$13K ﹤0.01%
37,000
3457
$13K ﹤0.01%
2,700
+1,046
3458
$13K ﹤0.01%
1,000
3459
$13K ﹤0.01%
1,841
+697
3460
$13K ﹤0.01%
13,865
+11,622
3461
$13K ﹤0.01%
2,588
-20,000
3462
$13K ﹤0.01%
6,090
+90
3463
$13K ﹤0.01%
500
-115
3464
$13K ﹤0.01%
1,721
+343
3465
$12K ﹤0.01%
497
+267
3466
$12K ﹤0.01%
1,115
+562
3467
$12K ﹤0.01%
480
3468
$12K ﹤0.01%
117
+59
3469
$12K ﹤0.01%
44
-266
3470
$12K ﹤0.01%
4,319
+2,093
3471
$12K ﹤0.01%
324
3472
$12K ﹤0.01%
1,051
+872
3473
$12K ﹤0.01%
3,094
+662
3474
$12K ﹤0.01%
100
3475
$12K ﹤0.01%
+500