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
$85.4B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,383
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$260M
3 +$251M
4
CNI icon
Canadian National Railway
CNI
+$238M
5
EOG icon
EOG Resources
EOG
+$194M

Top Sells

1 +$273M
2 +$261M
3 +$165M
4
C icon
Citigroup
C
+$162M
5
MCK icon
McKesson
MCK
+$144M

Sector Composition

1 Financials 28.95%
2 Energy 15.68%
3 Industrials 8.2%
4 Healthcare 7.08%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$12.5M 0.01%
141,346
+20
627
$12.4M 0.01%
1,495,668
-1,756,134
628
$12.4M 0.01%
665,955
+663,462
629
$12.4M 0.01%
562,510
+81,113
630
$12.4M 0.01%
261,916
+44,716
631
$12.3M 0.01%
191,705
+14,967
632
$12.3M 0.01%
375,319
-521,886
633
$12.2M 0.01%
889,242
+829,035
634
$12.2M 0.01%
1,499,834
+1,275,291
635
$12.2M 0.01%
197,514
+189,222
636
$12.1M 0.01%
1,254,263
+307,545
637
$12.1M 0.01%
337,769
+29,681
638
$12.1M 0.01%
654,538
+654,298
639
$12.1M 0.01%
126,731
+6,544
640
$12M 0.01%
144,622
-2,994
641
$12M 0.01%
83,670
+4,551
642
$12M 0.01%
165,024
-11,850
643
$11.9M 0.01%
333,307
+32,702
644
$11.9M 0.01%
317,856
+23,547
645
$11.8M 0.01%
294,370
+108,746
646
$11.8M 0.01%
567,438
+567,175
647
$11.7M 0.01%
461,724
+36,663
648
$11.7M 0.01%
379,713
+90,422
649
$11.7M 0.01%
216,051
-28,244
650
$11.7M 0.01%
373,946
+133,548