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
$84.4B
AUM Growth
-$990M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,424
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$327M
3 +$305M
4
ADM icon
Archer Daniels Midland
ADM
+$174M
5
JNJ icon
Johnson & Johnson
JNJ
+$147M

Top Sells

1 +$688M
2 +$526M
3 +$457M
4
BNS icon
Scotiabank
BNS
+$414M
5
CNI icon
Canadian National Railway
CNI
+$331M

Sector Composition

1 Financials 26.65%
2 Energy 14.39%
3 Industrials 8.62%
4 Technology 8.53%
5 Healthcare 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$3.9M ﹤0.01%
35,593
+3,905
1002
$3.9M ﹤0.01%
14,168
-7,245
1003
$3.84M ﹤0.01%
104,877
-68,722
1004
$3.82M ﹤0.01%
77,138
+4,417
1005
$3.8M ﹤0.01%
102,014
+5,964
1006
$3.78M ﹤0.01%
102,714
+107
1007
$3.78M ﹤0.01%
29,912
+1,965
1008
$3.76M ﹤0.01%
8,904
-1,857
1009
$3.71M ﹤0.01%
159,968
+12,785
1010
$3.7M ﹤0.01%
163,830
-170,452
1011
$3.67M ﹤0.01%
35,383
+5,238
1012
$3.66M ﹤0.01%
123,739
+4,942
1013
$3.66M ﹤0.01%
119,353
-46,887
1014
$3.65M ﹤0.01%
36,925
+1,752
1015
$3.65M ﹤0.01%
46,483
+23,185
1016
$3.62M ﹤0.01%
243,017
+18,112
1017
$3.59M ﹤0.01%
40,920
-909
1018
$3.56M ﹤0.01%
49,341
-7,235
1019
$3.55M ﹤0.01%
142,128
-135,926
1020
$3.55M ﹤0.01%
35,807
+4,009
1021
$3.48M ﹤0.01%
96,292
+23,330
1022
$3.47M ﹤0.01%
115,985
-5,635
1023
$3.44M ﹤0.01%
93,256
-2,583
1024
$3.43M ﹤0.01%
76,774
-8,454
1025
$3.42M ﹤0.01%
50,862
+3,263