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
$73.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,673
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$466M
3 +$412M
4
GIB icon
CGI
GIB
+$239M
5
MFC icon
Manulife Financial
MFC
+$232M

Top Sells

1 +$227M
2 +$195M
3 +$163M
4
AGCO icon
AGCO
AGCO
+$125M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$116M

Sector Composition

1 Financials 30.13%
2 Energy 15.02%
3 Industrials 7.51%
4 Healthcare 7.06%
5 Technology 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$176K ﹤0.01%
5,973
-1,042
2077
$175K ﹤0.01%
12,000
2078
$175K ﹤0.01%
46,410
-5,790
2079
$175K ﹤0.01%
6,766
+5,006
2080
$173K ﹤0.01%
9,904
+2,504
2081
$172K ﹤0.01%
20,000
+15,275
2082
$172K ﹤0.01%
+5,221
2083
$172K ﹤0.01%
2,383
-400
2084
$172K ﹤0.01%
3,697
2085
$172K ﹤0.01%
3,513
+1,993
2086
$171K ﹤0.01%
4,362
-9
2087
$171K ﹤0.01%
4,754
-665
2088
$171K ﹤0.01%
4,739
+4,560
2089
$170K ﹤0.01%
14,079
-8,351
2090
$169K ﹤0.01%
2,800
2091
$169K ﹤0.01%
223,950
-169
2092
$169K ﹤0.01%
6,214
+2,933
2093
$168K ﹤0.01%
3,827
+450
2094
$168K ﹤0.01%
4,075
-347
2095
$167K ﹤0.01%
694
-117
2096
$167K ﹤0.01%
3,000
2097
$167K ﹤0.01%
7,714
-232
2098
$166K ﹤0.01%
17,400
2099
$166K ﹤0.01%
9,113
+1,300
2100
$165K ﹤0.01%
4,958
-130