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
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$194M
2 +$159M
3 +$159M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$157M
5
MRK icon
Merck
MRK
+$145M

Top Sells

1 +$881M
2 +$367M
3 +$297M
4
BNS icon
Scotiabank
BNS
+$264M
5
NFLX icon
Netflix
NFLX
+$224M

Sector Composition

1 Financials 26.9%
2 Technology 11.08%
3 Energy 9.54%
4 Industrials 8.66%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$20K ﹤0.01%
+1,395
3702
$20K ﹤0.01%
1,054
+713
3703
$20K ﹤0.01%
+155
3704
$20K ﹤0.01%
+1,488
3705
$20K ﹤0.01%
+865
3706
$20K ﹤0.01%
838
-642
3707
$20K ﹤0.01%
+2,749
3708
$20K ﹤0.01%
4,907
+4,893
3709
$20K ﹤0.01%
+536
3710
$20K ﹤0.01%
1,206
+835
3711
$20K ﹤0.01%
1,457
+1,159
3712
$20K ﹤0.01%
+845
3713
$20K ﹤0.01%
73
+52
3714
$20K ﹤0.01%
3,251
-15,535
3715
$20K ﹤0.01%
1,203
+894
3716
$20K ﹤0.01%
1,256
+1,255
3717
$20K ﹤0.01%
869
3718
$20K ﹤0.01%
523
3719
$20K ﹤0.01%
+1,090
3720
$20K ﹤0.01%
+1,303
3721
$20K ﹤0.01%
777
-14,227
3722
$20K ﹤0.01%
+14
3723
$20K ﹤0.01%
+5,176
3724
$20K ﹤0.01%
378
+318
3725
$20K ﹤0.01%
49
+47