Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

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
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$9.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,366
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$769M
3 +$537M
4
PLTR icon
Palantir
PLTR
+$441M
5
SSNC icon
SS&C Technologies
SSNC
+$427M

Top Sells

1 +$1.09B
2 +$954M
3 +$653M
4
GLD icon
SPDR Gold Trust
GLD
+$556M
5
RY icon
Royal Bank of Canada
RY
+$471M

Sector Composition

1 Financials 24.18%
2 Technology 19.8%
3 Communication Services 9.28%
4 Consumer Discretionary 6.86%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRK icon
76
Merck
MRK
$282B
$565M 0.22%
5,372,201
-26,068
SNOW icon
77
Snowflake
SNOW
$60B
$563M 0.22%
2,568,597
+225,477
PANW icon
78
Palo Alto Networks
PANW
$138B
$561M 0.22%
3,044,318
-741,212
UBER icon
79
Uber
UBER
$159B
$552M 0.22%
6,758,880
+122,896
PG icon
80
Procter & Gamble
PG
$343B
$552M 0.22%
3,849,390
+515,918
IEF icon
81
iShares 7-10 Year Treasury Bond ETF
IEF
$48.4B
$546M 0.22%
5,673,377
-4,421,057
UNH icon
82
UnitedHealth
UNH
$259B
$544M 0.22%
1,649,295
-505,904
ICL icon
83
ICL Group
ICL
$6.88B
$532M 0.21%
+925,762
PH icon
84
Parker-Hannifin
PH
$115B
$518M 0.21%
588,879
+12,923
NEE icon
85
NextEra Energy
NEE
$189B
$504M 0.2%
6,281,491
+1,021,863
TJX icon
86
TJX Companies
TJX
$173B
$490M 0.19%
3,186,830
-44,487
CCJ icon
87
Cameco
CCJ
$47.9B
$480M 0.19%
5,236,640
+78,302
IEMG icon
88
iShares Core MSCI Emerging Markets ETF
IEMG
$139B
$468M 0.19%
6,965,701
+319,481
GD icon
89
General Dynamics
GD
$96.2B
$467M 0.19%
1,386,863
+49,469
WFC icon
90
Wells Fargo
WFC
$236B
$457M 0.18%
4,903,461
+99,236
MCD icon
91
McDonald's
MCD
$228B
$455M 0.18%
1,487,485
+242,320
SSNC icon
92
SS&C Technologies
SSNC
$17.6B
$448M 0.18%
5,126,190
+5,012,893
KO icon
93
Coca-Cola
KO
$329B
$448M 0.18%
6,403,766
+278,092
IJH icon
94
iShares Core S&P Mid-Cap ETF
IJH
$106B
$435M 0.17%
6,595,206
+28,772
CAT icon
95
Caterpillar
CAT
$327B
$434M 0.17%
757,187
+96,762
GILD icon
96
Gilead Sciences
GILD
$176B
$426M 0.17%
3,468,794
+385,555
STN icon
97
Stantec
STN
$10.2B
$421M 0.17%
4,464,733
+897,912
CVX icon
98
Chevron
CVX
$396B
$420M 0.17%
2,756,244
+214,024
EFA icon
99
iShares MSCI EAFE ETF
EFA
$72.1B
$420M 0.17%
4,370,977
+104,816
CVE icon
100
Cenovus Energy
CVE
$45B
$403M 0.16%
23,827,472
+5,340,100