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
1376
$661K ﹤0.01%
27,498
+6,335
1377
$660K ﹤0.01%
14,612
+550
1378
$659K ﹤0.01%
11,391
+5,626
1379
$657K ﹤0.01%
69,569
1380
$657K ﹤0.01%
20,258
+4,375
1381
$657K ﹤0.01%
16,544
-16,952
1382
$654K ﹤0.01%
135,367
1383
$654K ﹤0.01%
49,507
-975
1384
$654K ﹤0.01%
37,985
-1,554
1385
$652K ﹤0.01%
28,806
+16,544
1386
$652K ﹤0.01%
61,800
+24,500
1387
$650K ﹤0.01%
4,760
1388
$650K ﹤0.01%
36,441
-1,194
1389
$649K ﹤0.01%
18,004
+7,854
1390
$647K ﹤0.01%
+40,209
1391
$645K ﹤0.01%
21,491
-8,705
1392
$645K ﹤0.01%
+28,502
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$644K ﹤0.01%
5,429
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$644K ﹤0.01%
12,190
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1395
$644K ﹤0.01%
7,459
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1396
$642K ﹤0.01%
14,503
-7,445
1397
$642K ﹤0.01%
6,020
-3,357
1398
$639K ﹤0.01%
68,031
+12,345
1399
$638K ﹤0.01%
10,725
+650
1400
$635K ﹤0.01%
23,795
-180