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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
$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
3926
-3,838
3927
-762
3928
-13,259
3929
-143,467
3930
-670
3931
-14,200
3932
-14,586
3933
-1
3934
-1,658
3935
-1,125
3936
-1,274
3937
-2,444
3938
-18,333
3939
$0 ﹤0.01%
662
-10,719
3940
-1,170
3941
-1,277
3942
-4,778
3943
-1,100
3944
-188
3945
-5,897
3946
-1,283
3947
-7,141
3948
-136,282
3949
-1,309
3950
-1,867