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
$103B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$263M
2 +$215M
3 +$207M
4
WCN icon
Waste Connections
WCN
+$199M
5
BX icon
Blackstone
BX
+$198M

Top Sells

1 +$795M
2 +$351M
3 +$298M
4
EOG icon
EOG Resources
EOG
+$258M
5
DFS
Discover Financial Services
DFS
+$191M

Sector Composition

1 Financials 26.44%
2 Energy 10.91%
3 Industrials 8.47%
4 Communication Services 8.03%
5 Technology 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$164K ﹤0.01%
28,700
+16,135
2502
$164K ﹤0.01%
1,920
-32
2503
$163K ﹤0.01%
5,896
-2,517
2504
$163K ﹤0.01%
+12,000
2505
$162K ﹤0.01%
1,592
-343
2506
$162K ﹤0.01%
+8,554
2507
$161K ﹤0.01%
2,151
2508
$161K ﹤0.01%
45,681
+3,790
2509
$161K ﹤0.01%
12,930
+1,950
2510
$161K ﹤0.01%
2,472
-32
2511
$161K ﹤0.01%
5,771
+265
2512
$160K ﹤0.01%
2,216
-59,464
2513
$160K ﹤0.01%
+10,900
2514
$160K ﹤0.01%
+13,894
2515
$160K ﹤0.01%
35,000
2516
$159K ﹤0.01%
2,440
2517
$159K ﹤0.01%
2,586
+30
2518
$159K ﹤0.01%
3,757
+51
2519
$159K ﹤0.01%
26,362
2520
0
2521
$158K ﹤0.01%
4,959
+570
2522
$158K ﹤0.01%
+11,329
2523
$158K ﹤0.01%
7,656
2524
$158K ﹤0.01%
11,502
2525
$157K ﹤0.01%
12,046
+11,780