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
2301
$99K ﹤0.01%
19,852
-61,030
2302
$99K ﹤0.01%
25,435
-127,087
2303
$98K ﹤0.01%
1,785
2304
$98K ﹤0.01%
19,862
-208
2305
$98K ﹤0.01%
2,921
-165
2306
$98K ﹤0.01%
+22,534
2307
$98K ﹤0.01%
3,000
2308
$98K ﹤0.01%
67,100
-43,400
2309
$97K ﹤0.01%
1,548
-11
2310
$97K ﹤0.01%
7,682
+3,206
2311
$97K ﹤0.01%
4,592
2312
$97K ﹤0.01%
5,394
-724
2313
$96K ﹤0.01%
1,105
2314
$96K ﹤0.01%
10,600
-900
2315
$96K ﹤0.01%
4,500
2316
$95K ﹤0.01%
1,228
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2317
$95K ﹤0.01%
15,512
-2,584
2318
$95K ﹤0.01%
2,292
+200
2319
$95K ﹤0.01%
2,217
-160
2320
$95K ﹤0.01%
1,592
-768
2321
$95K ﹤0.01%
1,057
-13
2322
$95K ﹤0.01%
2,175
2323
$95K ﹤0.01%
3,664
-44
2324
$95K ﹤0.01%
695
+542
2325
$95K ﹤0.01%
8,276