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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
$193B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,112
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$1.17B
3 +$782M
4
ENB icon
Enbridge
ENB
+$675M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$619M

Top Sells

1 +$226M
2 +$137M
3 +$131M
4
SPLK
Splunk Inc
SPLK
+$115M
5
HGV icon
Hilton Grand Vacations
HGV
+$112M

Sector Composition

1 Financials 23.76%
2 Technology 16.96%
3 Communication Services 8.92%
4 Consumer Discretionary 8.52%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
-1,739
4002
-6,878
4003
-112
4004
-632
4005
-2,278
4006
-18
4007
-2,192
4008
-6,060
4009
-7,463
4010
-510
4011
0
4012
-11,084
4013
-992
4014
-156
4015
-590
4016
-860
4017
-2,671
4018
-29,031
4019
-67
4020
-108
4021
-4,664
4022
0
4023
-23,692
4024
-111
4025
-735