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
$81.3B
AUM Growth
-$44.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,485
New
Increased
Reduced
Closed

Top Buys

1 +$498M
2 +$213M
3 +$139M
4
SU icon
Suncor Energy
SU
+$122M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120M

Top Sells

1 +$1.46B
2 +$764M
3 +$764M
4
AAPL icon
Apple
AAPL
+$546M
5
ET icon
Energy Transfer Partners
ET
+$353M

Sector Composition

1 Financials 25.33%
2 Technology 12.83%
3 Healthcare 9.11%
4 Industrials 8.91%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
$1K ﹤0.01%
175
-2,090
3677
$1K ﹤0.01%
194
-9,175
3678
$1K ﹤0.01%
205
3679
$1K ﹤0.01%
100
-19,300
3680
$1K ﹤0.01%
+9
3681
$1K ﹤0.01%
518
-6,413
3682
$1K ﹤0.01%
+100
3683
$1K ﹤0.01%
220
-3,164
3684
$1K ﹤0.01%
12
3685
$1K ﹤0.01%
157
-2,173
3686
$1K ﹤0.01%
87
-1,184
3687
$1K ﹤0.01%
389
-4,077
3688
$1K ﹤0.01%
139
-30,161
3689
$1K ﹤0.01%
110
-1,854
3690
$1K ﹤0.01%
526
-4,582
3691
$1K ﹤0.01%
308
3692
$1K ﹤0.01%
438
-478
3693
$1K ﹤0.01%
73
-38,774
3694
$1K ﹤0.01%
673
-6,217
3695
$1K ﹤0.01%
548
-17,864
3696
$1K ﹤0.01%
181
-672
3697
$1K ﹤0.01%
330
3698
$1K ﹤0.01%
87
3699
$1K ﹤0.01%
71
-331
3700
$1K ﹤0.01%
+170