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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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$194M
2 +$159M
3 +$159M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$157M
5
MRK icon
Merck
MRK
+$145M

Top Sells

1 +$881M
2 +$367M
3 +$297M
4
BNS icon
Scotiabank
BNS
+$264M
5
NFLX icon
Netflix
NFLX
+$224M

Sector Composition

1 Financials 26.9%
2 Technology 11.08%
3 Energy 9.54%
4 Industrials 8.66%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$219K ﹤0.01%
10,092
-4,948
2452
$219K ﹤0.01%
33,000
2453
$218K ﹤0.01%
18,756
+4,372
2454
$218K ﹤0.01%
15,686
+15,154
2455
$217K ﹤0.01%
39,288
-24
2456
$217K ﹤0.01%
5,274
+1,272
2457
$217K ﹤0.01%
+4,257
2458
$217K ﹤0.01%
9,456
+8,971
2459
$217K ﹤0.01%
8,636
+3,965
2460
$216K ﹤0.01%
4,763
+3,197
2461
$216K ﹤0.01%
14,676
+8,670
2462
$216K ﹤0.01%
11,740
-12,916
2463
$216K ﹤0.01%
6,996
+838
2464
$213K ﹤0.01%
4,894
-5,437
2465
$213K ﹤0.01%
15,234
+14,871
2466
$212K ﹤0.01%
6,157
+3,989
2467
$212K ﹤0.01%
10,071
+2,009
2468
$212K ﹤0.01%
4,243
-23,839
2469
$211K ﹤0.01%
9,704
-1,949
2470
$211K ﹤0.01%
5,555
+5,003
2471
$211K ﹤0.01%
11,883
+1,637
2472
$210K ﹤0.01%
14,000
2473
$210K ﹤0.01%
78,300
+56,500
2474
$210K ﹤0.01%
3,301
+1,721
2475
$209K ﹤0.01%
36,085
+14,812