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
2426
$76K ﹤0.01%
+800
2427
$75K ﹤0.01%
1,278
+677
2428
$75K ﹤0.01%
10,500
+10,400
2429
$75K ﹤0.01%
+10,800
2430
$75K ﹤0.01%
10,000
+1,000
2431
$75K ﹤0.01%
3,353
-2,350
2432
$75K ﹤0.01%
2,644
-1,187
2433
$75K ﹤0.01%
495
+88
2434
$74K ﹤0.01%
4,362
-816
2435
$74K ﹤0.01%
2,300
+1,800
2436
$74K ﹤0.01%
1,617
2437
$74K ﹤0.01%
2,526
+498
2438
$74K ﹤0.01%
+4,149
2439
$74K ﹤0.01%
182
2440
$74K ﹤0.01%
3,283
2441
$74K ﹤0.01%
3,762
-3,231
2442
$74K ﹤0.01%
5,504
-78
2443
$73K ﹤0.01%
3,767
+10
2444
$73K ﹤0.01%
1,352
+20
2445
$73K ﹤0.01%
11,484
+1,140
2446
$73K ﹤0.01%
5,000
2447
$72K ﹤0.01%
2,400
+1,400
2448
$72K ﹤0.01%
3,580
-2,593
2449
$72K ﹤0.01%
1,430
-25
2450
$72K ﹤0.01%
871
+206