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
$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 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3826
$16K ﹤0.01%
56
3827
$16K ﹤0.01%
500
-110
3828
$16K ﹤0.01%
+236
3829
$16K ﹤0.01%
+1,174
3830
$16K ﹤0.01%
+421
3831
$16K ﹤0.01%
1,366
+1,359
3832
$16K ﹤0.01%
+118
3833
$16K ﹤0.01%
+467
3834
$16K ﹤0.01%
+1,000
3835
$16K ﹤0.01%
+778
3836
$16K ﹤0.01%
3,516
-28,806
3837
$16K ﹤0.01%
+541
3838
$16K ﹤0.01%
579
3839
$16K ﹤0.01%
+1,056
3840
$16K ﹤0.01%
+600
3841
$16K ﹤0.01%
586
-1,107
3842
$16K ﹤0.01%
486
+430
3843
$16K ﹤0.01%
+551
3844
$16K ﹤0.01%
695
+694
3845
$16K ﹤0.01%
1,862
+1,845
3846
$16K ﹤0.01%
+614
3847
$16K ﹤0.01%
1,938
+1,571
3848
$16K ﹤0.01%
1,078
+1,077
3849
$16K ﹤0.01%
1,302
-1,548
3850
$16K ﹤0.01%
2,330
-9,645