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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$532M
2 +$188M
3 +$153M
4
MET icon
MetLife
MET
+$151M
5
CTXS
Citrix Systems Inc
CTXS
+$151M

Top Sells

1 +$199M
2 +$168M
3 +$160M
4
TD icon
Toronto Dominion Bank
TD
+$158M
5
UNP icon
Union Pacific
UNP
+$154M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$328K ﹤0.01%
7,667
+1,950
2002
$327K ﹤0.01%
17,384
+4,060
2003
$327K ﹤0.01%
22,000
+2,000
2004
$326K ﹤0.01%
52,870
+16,000
2005
$325K ﹤0.01%
5,072
+266
2006
$325K ﹤0.01%
17,863
+4,834
2007
$324K ﹤0.01%
2,465
+626
2008
$324K ﹤0.01%
28,322
+4,699
2009
$323K ﹤0.01%
24,349
+11,284
2010
$323K ﹤0.01%
27,325
-1,805
2011
$323K ﹤0.01%
28,470
-17,778
2012
$323K ﹤0.01%
2,602
+112
2013
$323K ﹤0.01%
41,672
-1,760
2014
$320K ﹤0.01%
+12,191
2015
$319K ﹤0.01%
10,560
2016
$318K ﹤0.01%
9,199
-79
2017
$317K ﹤0.01%
22,719
+1,563
2018
$316K ﹤0.01%
35,251
+1,656
2019
$316K ﹤0.01%
14,655
+4,699
2020
$315K ﹤0.01%
10,359
-1,678
2021
$315K ﹤0.01%
30,898
+30,218
2022
$313K ﹤0.01%
6,696
+5,320
2023
$312K ﹤0.01%
26,016
-218
2024
$311K ﹤0.01%
6,516
-272
2025
$311K ﹤0.01%
6,011
+1,671