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
$103B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$267M
2 +$235M
3 +$207M
4
WCN
Waste Connections
WCN
+$192M
5
BX icon
Blackstone
BX
+$187M

Top Sells

1 +$761M
2 +$340M
3 +$298M
4
EOG icon
EOG Resources
EOG
+$262M
5
DFS
Discover Financial Services
DFS
+$190M

Sector Composition

1 Financials 26.44%
2 Energy 10.91%
3 Industrials 8.47%
4 Communication Services 8.03%
5 Technology 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
$6K ﹤0.01%
500
3527
$6K ﹤0.01%
748
3528
$6K ﹤0.01%
650
+210
3529
$6K ﹤0.01%
1,300
3530
$6K ﹤0.01%
1,405
3531
$6K ﹤0.01%
147
-4,424
3532
$6K ﹤0.01%
+1,660
3533
$6K ﹤0.01%
+1,730
3534
$6K ﹤0.01%
356
3535
$6K ﹤0.01%
399
-296
3536
$6K ﹤0.01%
16,431
-125,000
3537
$6K ﹤0.01%
145
-62,727
3538
$6K ﹤0.01%
743
3539
$6K ﹤0.01%
152
3540
$6K ﹤0.01%
739
-201
3541
$6K ﹤0.01%
19
3542
$6K ﹤0.01%
838
+742
3543
$5K ﹤0.01%
234
+125
3544
$5K ﹤0.01%
+128
3545
$5K ﹤0.01%
560
3546
$5K ﹤0.01%
1,821
3547
$5K ﹤0.01%
72
3548
$5K ﹤0.01%
256
3549
$5K ﹤0.01%
124
3550
$5K ﹤0.01%
568