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
$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 23.77%
2 Technology 16.96%
3 Communication Services 8.92%
4 Consumer Discretionary 8.52%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$13.2M 0.01%
87,450
+20,615
1027
$13.2M 0.01%
90,569
+31,271
1028
$13.1M 0.01%
325,538
-28,714
1029
$13.1M 0.01%
1,136,900
-845
1030
$13.1M 0.01%
388,960
+124,022
1031
$13.1M 0.01%
243,747
+4,725
1032
$13.1M 0.01%
96,329
-19,776
1033
$13.1M 0.01%
424,175
+408,067
1034
$13.1M 0.01%
254,416
+43,627
1035
$13.1M 0.01%
13,387
+7,398
1036
$13.1M 0.01%
412,513
+109,019
1037
$13.1M 0.01%
301,475
+294,835
1038
$13M 0.01%
88,821
+39,198
1039
$13M 0.01%
268,804
+54,164
1040
$13M 0.01%
704,206
+238,869
1041
$12.9M 0.01%
112,901
-14,117
1042
$12.9M 0.01%
239,678
+207,296
1043
$12.9M 0.01%
203,882
+29,350
1044
$12.8M 0.01%
118,938
+118,884
1045
$12.8M 0.01%
94,070
-39,229
1046
$12.8M 0.01%
101,431
+68,548
1047
$12.6M 0.01%
342,760
+13,460
1048
$12.6M 0.01%
284,329
+4,444
1049
$12.5M 0.01%
249,920
+169,608
1050
$12.5M 0.01%
193,645
+22,548