We are live on ! Find out more
Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $245B
1-Year Est. Return 31.62%
 

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
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245B
AUM Growth
-$6.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,450
New
Increased
Reduced
Closed

Top Buys

1 +$613M
2 +$558M
3 +$529M
4
B
Barrick Mining
B
+$438M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$428M

Top Sells

1 +$1.51B
2 +$757M
3 +$621M
4
TSLA icon
Tesla
TSLA
+$461M
5
QSR icon
Restaurant Brands International
QSR
+$436M

Sector Composition

1 Financials 23.93%
2 Technology 17.68%
3 Communication Services 8.23%
4 Energy 7.96%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UNH icon
101
UnitedHealth
UNH
$364B
$415M 0.17%
1,535,205
-114,090
PM icon
102
Philip Morris
PM
$278B
$415M 0.17%
2,510,786
+492,550
STN icon
103
Stantec
STN
$7.72B
$410M 0.17%
4,743,566
+278,833
FCX icon
104
Freeport-McMoran
FCX
$98.7B
$408M 0.17%
6,938,050
-80,838
GEV icon
105
GE Vernova
GEV
$298B
$405M 0.17%
463,860
+37,352
CLS icon
106
Celestica
CLS
$42.8B
$397M 0.16%
1,405,341
+83,364
STX icon
107
Seagate
STX
$242B
$395M 0.16%
1,008,491
+214,448
KGC icon
108
Kinross Gold
KGC
$31.8B
$390M 0.16%
12,738,273
+1,997,187
WFC icon
109
Wells Fargo
WFC
$252B
$389M 0.16%
4,889,053
-14,408
GE icon
110
GE Aerospace
GE
$373B
$383M 0.16%
1,350,452
+56,568
TECK icon
111
Teck Resources
TECK
$31.5B
$383M 0.16%
7,386,337
+1,852,125
WDC icon
112
Western Digital
WDC
$257B
$380M 0.16%
1,405,042
+373,990
AZN icon
113
AstraZeneca
AZN
$271B
$380M 0.16%
1,926,315
-1,351,422
MCK icon
114
McKesson
MCK
$87.9B
$370M 0.15%
427,003
+54,789
SNOW icon
115
Snowflake
SNOW
$80.5B
$369M 0.15%
2,443,914
-124,683
SHEL icon
116
Shell
SHEL
$218B
$359M 0.15%
3,862,524
+1,985,548
EME icon
117
Emcor
EME
$37.2B
$356M 0.15%
482,285
-78,192
PLD icon
118
Prologis
PLD
$131B
$355M 0.15%
2,688,736
-19,208
IMO icon
119
Imperial Oil
IMO
$54.4B
$354M 0.14%
2,703,378
-95,519
PEP icon
120
PepsiCo
PEP
$194B
$353M 0.14%
2,270,571
-335,832
GIB icon
121
CGI
GIB
$12.8B
$347M 0.14%
4,742,335
+659,506
XLE icon
122
State Street Energy Select Sector SPDR ETF
XLE
$36.5B
$342M 0.14%
5,577,903
+1,762,303
SSNC icon
123
SS&C Technologies
SSNC
$15.8B
$338M 0.14%
5,005,253
-120,937
AMGN icon
124
Amgen
AMGN
$182B
$338M 0.14%
961,165
-122,655
MDT icon
125
Medtronic
MDT
$102B
$337M 0.14%
3,893,787
-208,554