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Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $245B
1-Year Est. Return 31.62%
 

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
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.3B
AUM Growth
-$44.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,485
New
Increased
Reduced
Closed

Top Buys

1 +$498M
2 +$213M
3 +$139M
4
SU icon
Suncor Energy
SU
+$122M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120M

Top Sells

1 +$1.46B
2 +$764M
3 +$764M
4
AAPL icon
Apple
AAPL
+$546M
5
ET icon
Energy Transfer Partners
ET
+$353M

Sector Composition

1 Financials 25.33%
2 Technology 12.83%
3 Healthcare 9.11%
4 Industrials 8.91%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$82K ﹤0.01%
25,246
-14,726
2402
$81K ﹤0.01%
5,190
-6,881
2403
$81K ﹤0.01%
3,878
-25,910
2404
$81K ﹤0.01%
11,868
-85,533
2405
$81K ﹤0.01%
4,391
-16,671
2406
$81K ﹤0.01%
1,880
-140
2407
$81K ﹤0.01%
18,000
2408
$81K ﹤0.01%
500
-431
2409
$80K ﹤0.01%
8,563
2410
$80K ﹤0.01%
+14,400
2411
$80K ﹤0.01%
3,446
+1,674
2412
$80K ﹤0.01%
4,994
-6,804
2413
$80K ﹤0.01%
4,178
-21,622
2414
$80K ﹤0.01%
2,002
-5,709
2415
$80K ﹤0.01%
7,332
-97,126
2416
$80K ﹤0.01%
17,491
-13,963
2417
$80K ﹤0.01%
11,000
-1,239
2418
$80K ﹤0.01%
2,500
+25
2419
$80K ﹤0.01%
8,685
-17,966
2420
$79K ﹤0.01%
+5,197
2421
$79K ﹤0.01%
8,202
-2,959
2422
$79K ﹤0.01%
+6,221
2423
$79K ﹤0.01%
2,273
-5,967
2424
$78K ﹤0.01%
3,090
-163,285
2425
$78K ﹤0.01%
1,910
-14,896