Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $243B
1-Year Est. Return 26.9%
 

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 Quarter Est. Return
1 Year Est. Return
+26.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$542M
2 +$181M
3 +$159M
4
CTXS
Citrix Systems Inc
CTXS
+$158M
5
BA icon
Boeing
BA
+$145M

Top Sells

1 +$193M
2 +$166M
3 +$162M
4
TD icon
Toronto Dominion Bank
TD
+$150M
5
MHK icon
Mohawk Industries
MHK
+$149M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$66.4M 0.08%
1,677,661
+37,082
227
$66.3M 0.08%
1,881,212
+11,316
228
$66M 0.08%
2,199,665
-220,390
229
$65.3M 0.08%
319
-6
230
$65.3M 0.08%
841,075
-742,754
231
$64M 0.08%
1,296,180
+161,705
232
$63.9M 0.07%
766,695
-111,976
233
$63.2M 0.07%
548,021
-164,181
234
$63.1M 0.07%
743,363
+28,330
235
$62.9M 0.07%
479,167
+74,598
236
$61M 0.07%
1,185,358
+439,798
237
$60.1M 0.07%
918,797
-39,007
238
$59.5M 0.07%
747,547
+87,233
239
$59M 0.07%
424,685
+10,919
240
$59M 0.07%
705,238
-211,411
241
$57.9M 0.07%
1,981,962
-61,415
242
$57.1M 0.07%
328,213
-254,033
243
$57.1M 0.07%
652,888
+169,159
244
$56.6M 0.07%
1,348,097
+1,123,228
245
$56.2M 0.07%
1,478,329
+33,884
246
$55.4M 0.06%
2,423,660
+91,234
247
$55.2M 0.06%
991,113
+80,081
248
$54.9M 0.06%
1,668,141
+86,166
249
$54.5M 0.06%
578,715
+128,907
250
$54.1M 0.06%
466,203
-3,840