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
$63.1B
AUM Growth
+$7.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,587
New
Increased
Reduced
Closed

Top Buys

1 +$263M
2 +$237M
3 +$212M
4
MGA icon
Magna International
MGA
+$198M
5
CNQ icon
Canadian Natural Resources
CNQ
+$180M

Top Sells

1 +$169M
2 +$138M
3 +$124M
4
LLY icon
Eli Lilly
LLY
+$119M
5
SLB icon
SLB Ltd
SLB
+$87.5M

Sector Composition

1 Financials 30.32%
2 Energy 14.48%
3 Industrials 7.83%
4 Technology 6.79%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$1.19M ﹤0.01%
648
+4
1152
$1.19M ﹤0.01%
49,021
1153
$1.19M ﹤0.01%
46,248
+1,683
1154
$1.19M ﹤0.01%
22,535
+2,310
1155
$1.18M ﹤0.01%
37,864
+5,689
1156
$1.18M ﹤0.01%
28,623
-12,277
1157
$1.18M ﹤0.01%
24,479
+23,929
1158
$1.18M ﹤0.01%
14,950
+10,987
1159
$1.18M ﹤0.01%
30,248
-1,340
1160
$1.17M ﹤0.01%
111,048
-42,923
1161
$1.16M ﹤0.01%
36,183
-1,497
1162
$1.16M ﹤0.01%
24,573
+7,202
1163
$1.16M ﹤0.01%
15,876
-1,238
1164
$1.16M ﹤0.01%
62,287
-2,693
1165
$1.16M ﹤0.01%
18,228
-267
1166
$1.15M ﹤0.01%
69,679
-14,549
1167
$1.15M ﹤0.01%
39,500
+18,410
1168
$1.15M ﹤0.01%
224,030
+218,778
1169
$1.15M ﹤0.01%
+50,463
1170
$1.15M ﹤0.01%
135,344
+17,897
1171
$1.15M ﹤0.01%
12,680
-7,300
1172
$1.14M ﹤0.01%
61,160
+828
1173
$1.14M ﹤0.01%
73,848
+35,348
1174
$1.14M ﹤0.01%
34,841
-1,397
1175
$1.13M ﹤0.01%
30,999
-5,302