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
$118B
AUM Growth
+$8.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,605
New
Increased
Reduced
Closed

Top Buys

1 +$596M
2 +$344M
3 +$303M
4
RY icon
Royal Bank of Canada
RY
+$291M
5
CMCSA icon
Comcast
CMCSA
+$244M

Top Sells

1 +$1.35B
2 +$558M
3 +$346M
4
TSG
The Stars Group Inc.
TSG
+$194M
5
BA icon
Boeing
BA
+$168M

Sector Composition

1 Financials 26.42%
2 Technology 11.13%
3 Energy 9.09%
4 Communication Services 8.66%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$14K ﹤0.01%
+300
3502
$14K ﹤0.01%
879
-5
3503
$14K ﹤0.01%
1,094
-6
3504
$14K ﹤0.01%
777
-15
3505
$14K ﹤0.01%
428
-59
3506
$14K ﹤0.01%
730
-6
3507
$14K ﹤0.01%
377
3508
$14K ﹤0.01%
856
+324
3509
$14K ﹤0.01%
1,000
3510
$14K ﹤0.01%
1,125
-5
3511
$14K ﹤0.01%
6,552
-30,902
3512
$14K ﹤0.01%
14,070
3513
$14K ﹤0.01%
245
-4
3514
$13K ﹤0.01%
444
+330
3515
$13K ﹤0.01%
1,500
3516
$13K ﹤0.01%
324
3517
$13K ﹤0.01%
309
-20,908
3518
$13K ﹤0.01%
16,136
-20,364
3519
$13K ﹤0.01%
642
3520
$13K ﹤0.01%
37,000
3521
$13K ﹤0.01%
525
+391
3522
$13K ﹤0.01%
101
3523
$13K ﹤0.01%
+155
3524
$13K ﹤0.01%
192
3525
$13K ﹤0.01%
666
+250