Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

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
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,673
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$466M
3 +$412M
4
GIB icon
CGI
GIB
+$239M
5
MFC icon
Manulife Financial
MFC
+$232M

Top Sells

1 +$227M
2 +$195M
3 +$163M
4
AGCO icon
AGCO
AGCO
+$125M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$116M

Sector Composition

1 Financials 30.13%
2 Energy 15.02%
3 Industrials 7.51%
4 Healthcare 7.06%
5 Technology 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
-4,543
3552
-1,703
3553
-1,000
3554
-100,709
3555
-2,800
3556
-3,263
3557
-630
3558
0
3559
-1,400
3560
-92
3561
-132,412
3562
-1,000
3563
-3,000
3564
-114
3565
$0 ﹤0.01%
714
3566
-5,718
3567
$0 ﹤0.01%
2
3568
$0 ﹤0.01%
12
-17
3569
$0 ﹤0.01%
212
3570
-29,274
3571
-2,023
3572
-250
3573
-100
3574
-42
3575
-3,224