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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$226M
2 +$181M
3 +$173M
4
QSR icon
Restaurant Brands International
QSR
+$169M
5
MHK icon
Mohawk Industries
MHK
+$153M

Top Sells

1 +$335M
2 +$233M
3 +$230M
4
PFE icon
Pfizer
PFE
+$216M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.31%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$93K ﹤0.01%
1,268
-410
2452
$93K ﹤0.01%
4,918
-274
2453
$93K ﹤0.01%
4,600
-18,000
2454
$93K ﹤0.01%
1,277
-2,494
2455
$93K ﹤0.01%
3,249
-497
2456
$92K ﹤0.01%
5,190
+5,047
2457
$92K ﹤0.01%
7,091
-2,364
2458
$92K ﹤0.01%
+6,017
2459
$92K ﹤0.01%
6,972
+5,076
2460
$92K ﹤0.01%
2,057
-188
2461
$92K ﹤0.01%
979
2462
$91K ﹤0.01%
2,548
+700
2463
$91K ﹤0.01%
3,912
2464
$91K ﹤0.01%
+2,500
2465
$91K ﹤0.01%
1,760
-1,132
2466
$91K ﹤0.01%
4,958
2467
$90K ﹤0.01%
+1,530
2468
$90K ﹤0.01%
+2,950
2469
$90K ﹤0.01%
+414
2470
$90K ﹤0.01%
3,237
-25,928
2471
$90K ﹤0.01%
7,530
2472
$90K ﹤0.01%
2,497
2473
$90K ﹤0.01%
5,188
-1,786
2474
$89K ﹤0.01%
1,481
-6,097
2475
$89K ﹤0.01%
4,935
+904