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
$84.4B
AUM Growth
-$990M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,424
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$327M
3 +$305M
4
ADM icon
Archer Daniels Midland
ADM
+$174M
5
JNJ icon
Johnson & Johnson
JNJ
+$147M

Top Sells

1 +$688M
2 +$526M
3 +$457M
4
BNS icon
Scotiabank
BNS
+$414M
5
CNI icon
Canadian National Railway
CNI
+$331M

Sector Composition

1 Financials 26.65%
2 Energy 14.39%
3 Industrials 8.62%
4 Technology 8.53%
5 Healthcare 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$399K ﹤0.01%
11,441
-1,315
1802
$399K ﹤0.01%
28,449
-2,902
1803
$398K ﹤0.01%
12,862
-49,652
1804
$398K ﹤0.01%
78,235
+76,796
1805
$396K ﹤0.01%
12,158
-5,080
1806
$395K ﹤0.01%
63,805
+18,101
1807
$395K ﹤0.01%
9,356
-2,581
1808
$395K ﹤0.01%
57,029
+56,550
1809
$394K ﹤0.01%
4,848
+4,811
1810
$394K ﹤0.01%
17,600
-23,100
1811
$393K ﹤0.01%
28,456
-41,782
1812
$392K ﹤0.01%
23,933
-3,259
1813
$390K ﹤0.01%
31,210
-2,875
1814
$390K ﹤0.01%
12,556
-162
1815
$389K ﹤0.01%
12,909
+12,089
1816
$389K ﹤0.01%
10,896
-1,325
1817
$389K ﹤0.01%
28,360
-1,927
1818
$389K ﹤0.01%
61,397
+1,093
1819
$388K ﹤0.01%
17,063
-15,150
1820
$387K ﹤0.01%
28,310
+3,248
1821
$386K ﹤0.01%
6,963
-8,630
1822
$386K ﹤0.01%
6,179
+311
1823
$386K ﹤0.01%
13,331
-62,963
1824
$385K ﹤0.01%
7,501
-1,316
1825
$385K ﹤0.01%
41,980
-6,091