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
$70.2B
AUM Growth
-$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Top Buys

1 +$219M
2 +$202M
3 +$154M
4
ETP
Energy Transfer Partners L.p.
ETP
+$152M
5
BA icon
Boeing
BA
+$112M

Top Sells

1 +$532M
2 +$513M
3 +$260M
4
MDT icon
Medtronic
MDT
+$240M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$238M

Sector Composition

1 Financials 28.78%
2 Energy 9.94%
3 Healthcare 9.57%
4 Technology 8.06%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$1.11M ﹤0.01%
23,128
-66,014
1402
$1.11M ﹤0.01%
26,740
+807
1403
$1.11M ﹤0.01%
138,303
1404
$1.11M ﹤0.01%
63,217
+13,498
1405
$1.1M ﹤0.01%
313,730
-425,860
1406
$1.1M ﹤0.01%
7,216
-836
1407
$1.09M ﹤0.01%
85,601
-11,904
1408
$1.09M ﹤0.01%
34,576
+28,320
1409
$1.08M ﹤0.01%
62,235
+2,092
1410
$1.08M ﹤0.01%
141,546
-36,378
1411
$1.08M ﹤0.01%
72,873
+33,299
1412
$1.07M ﹤0.01%
13,694
+1,394
1413
$1.07M ﹤0.01%
31,019
-6,850
1414
$1.07M ﹤0.01%
+335,600
1415
$1.06M ﹤0.01%
281,878
-379,635
1416
$1.06M ﹤0.01%
59,785
+5,655
1417
$1.06M ﹤0.01%
30,196
-257
1418
$1.06M ﹤0.01%
17,062
-163,650
1419
$1.05M ﹤0.01%
60,677
-23,756
1420
$1.05M ﹤0.01%
51,267
-12,644
1421
$1.05M ﹤0.01%
70,116
+1,068
1422
$1.05M ﹤0.01%
80,755
+1,795
1423
$1.05M ﹤0.01%
54,973
+9,594
1424
$1.04M ﹤0.01%
27,600
+27,500
1425
$1.04M ﹤0.01%
12,017
-1,554