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
$126B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$436M
3 +$324M
4
MSFT icon
Microsoft
MSFT
+$322M
5
V icon
Visa
V
+$264M

Top Sells

1 +$284M
2 +$182M
3 +$180M
4
BX icon
Blackstone
BX
+$150M
5
BABA icon
Alibaba
BABA
+$126M

Sector Composition

1 Financials 26.76%
2 Technology 11.92%
3 Energy 9.21%
4 Industrials 8.55%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$301K ﹤0.01%
6,845
+1,872
2477
$301K ﹤0.01%
12,642
+3,051
2478
$301K ﹤0.01%
5,780
+1,772
2479
$300K ﹤0.01%
21,519
2480
$300K ﹤0.01%
11,466
+2,524
2481
$299K ﹤0.01%
5,936
+1,068
2482
$299K ﹤0.01%
4,466
2483
$296K ﹤0.01%
10,070
-128,795
2484
$296K ﹤0.01%
6,433
+2,955
2485
$294K ﹤0.01%
7,820
+1,498
2486
$294K ﹤0.01%
3,683
+1,126
2487
$293K ﹤0.01%
19,000
2488
$293K ﹤0.01%
9,563
+1,823
2489
$293K ﹤0.01%
+38,054
2490
$292K ﹤0.01%
6,431
+1,599
2491
$291K ﹤0.01%
13,704
+2,438
2492
$291K ﹤0.01%
12,542
+1,432
2493
$289K ﹤0.01%
4,602
+983
2494
$289K ﹤0.01%
13,030
+4,540
2495
$289K ﹤0.01%
9,242
-3,397
2496
$288K ﹤0.01%
14,719
-6,228
2497
$288K ﹤0.01%
7,792
+2,201
2498
$287K ﹤0.01%
8,874
+1,928
2499
$287K ﹤0.01%
21,655
+12,273
2500
$287K ﹤0.01%
8,983
-141,131