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
$110B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,529
New
Increased
Reduced
Closed

Top Buys

1 +$441M
2 +$350M
3 +$335M
4
MFC icon
Manulife Financial
MFC
+$281M
5
BNS icon
Scotiabank
BNS
+$276M

Top Sells

1 +$788M
2 +$492M
3 +$441M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$406M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$405M

Sector Composition

1 Financials 28.82%
2 Technology 10.59%
3 Energy 9.92%
4 Industrials 8.88%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$24K ﹤0.01%
1,502
+190
3502
$24K ﹤0.01%
843
+66
3503
$24K ﹤0.01%
1,400
3504
$24K ﹤0.01%
1,012
+33
3505
$24K ﹤0.01%
612
+17
3506
$24K ﹤0.01%
1,662
+94
3507
$24K ﹤0.01%
8,577
+3,340
3508
$24K ﹤0.01%
505
-4,051
3509
$24K ﹤0.01%
956
+31
3510
$24K ﹤0.01%
3,060
+116
3511
$24K ﹤0.01%
1,212
+37
3512
$24K ﹤0.01%
3,568
-75,322
3513
$24K ﹤0.01%
1,820
+34
3514
$23K ﹤0.01%
1,975
+163
3515
$23K ﹤0.01%
1,140
-618
3516
$23K ﹤0.01%
8,636
+2,705
3517
$23K ﹤0.01%
1,961
-21
3518
$23K ﹤0.01%
883
+37
3519
$23K ﹤0.01%
2,141
+84
3520
$23K ﹤0.01%
600
-2,960
3521
$23K ﹤0.01%
+1,590
3522
$23K ﹤0.01%
1,115
+40
3523
$23K ﹤0.01%
8,047
-2,124
3524
$23K ﹤0.01%
592
+41
3525
$23K ﹤0.01%
2,335
+93