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
$97.2B
AUM Growth
-$20.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,566
New
Increased
Reduced
Closed

Top Sells

1 +$968M
2 +$290M
3 +$276M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$222M
5
CI icon
Cigna
CI
+$217M

Sector Composition

1 Financials 25.78%
2 Technology 10.3%
3 Communication Services 9.73%
4 Energy 8.89%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3576
$8K ﹤0.01%
1,523
+1,166
3577
$8K ﹤0.01%
32
+17
3578
$8K ﹤0.01%
165
+134
3579
$8K ﹤0.01%
207
-7,457
3580
$8K ﹤0.01%
800
3581
$8K ﹤0.01%
179
+55
3582
$8K ﹤0.01%
170
+86
3583
$8K ﹤0.01%
273
+65
3584
$8K ﹤0.01%
1,087
+586
3585
$8K ﹤0.01%
380
-60
3586
$8K ﹤0.01%
366
+28
3587
$8K ﹤0.01%
462
+88
3588
$8K ﹤0.01%
267
+138
3589
$8K ﹤0.01%
609
+148
3590
$8K ﹤0.01%
100
-145
3591
$8K ﹤0.01%
520
-80
3592
$8K ﹤0.01%
1,157
+203
3593
$8K ﹤0.01%
1,490
3594
$8K ﹤0.01%
137
+125
3595
$8K ﹤0.01%
4,761
3596
$8K ﹤0.01%
522
-1,473
3597
$8K ﹤0.01%
760
+446
3598
$8K ﹤0.01%
716
3599
$8K ﹤0.01%
800
3600
$8K ﹤0.01%
236
+121