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
$109B
AUM Growth
-$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,098
New
Increased
Reduced
Closed

Top Buys

1 +$879M
2 +$561M
3 +$465M
4
NFLX icon
Netflix
NFLX
+$312M
5
AMZN icon
Amazon
AMZN
+$291M

Top Sells

1 +$622M
2 +$434M
3 +$392M
4
AGU
Agrium
AGU
+$329M
5
AABA
Altaba Inc
AABA
+$256M

Sector Composition

1 Financials 27.36%
2 Technology 10.51%
3 Energy 9.09%
4 Communication Services 8.8%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$8K ﹤0.01%
800
3552
$8K ﹤0.01%
+742
3553
$8K ﹤0.01%
318
3554
$8K ﹤0.01%
400
-3,500
3555
$8K ﹤0.01%
223
+22
3556
$8K ﹤0.01%
380
3557
$8K ﹤0.01%
145
3558
$8K ﹤0.01%
275
-540
3559
$8K ﹤0.01%
875
-560
3560
$8K ﹤0.01%
139
-136
3561
$8K ﹤0.01%
294
-151
3562
$8K ﹤0.01%
7,573
+103
3563
$8K ﹤0.01%
2,269
+2,268
3564
$8K ﹤0.01%
400
3565
$7K ﹤0.01%
666
3566
$7K ﹤0.01%
680
-2,320
3567
$7K ﹤0.01%
+500
3568
$7K ﹤0.01%
443
-99
3569
$7K ﹤0.01%
672
-1,048
3570
$7K ﹤0.01%
222
3571
$7K ﹤0.01%
446
3572
$7K ﹤0.01%
512
-1,052
3573
$7K ﹤0.01%
200
-934
3574
$7K ﹤0.01%
+106
3575
$7K ﹤0.01%
82
+32