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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
$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
4076
$9K ﹤0.01%
1,224
+1,220
4077
$9K ﹤0.01%
2,330
+2,318
4078
$9K ﹤0.01%
+300
4079
$9K ﹤0.01%
+110
4080
$9K ﹤0.01%
+708
4081
$9K ﹤0.01%
280
4082
$9K ﹤0.01%
380
4083
$9K ﹤0.01%
502
-27,510
4084
$9K ﹤0.01%
+1,604
4085
$9K ﹤0.01%
+2,789
4086
$9K ﹤0.01%
+291
4087
$9K ﹤0.01%
1,116
+1,101
4088
$9K ﹤0.01%
1,472
4089
$9K ﹤0.01%
1,690
+1,670
4090
$9K ﹤0.01%
100
4091
$9K ﹤0.01%
250
4092
$9K ﹤0.01%
+20
4093
$9K ﹤0.01%
+523
4094
$9K ﹤0.01%
+710
4095
$9K ﹤0.01%
664
-90
4096
$9K ﹤0.01%
+50
4097
$9K ﹤0.01%
819
-94
4098
$9K ﹤0.01%
1,109
+798
4099
$9K ﹤0.01%
1,791
+1,730
4100
$9K ﹤0.01%
1,898
+1,309