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
$81.3B
AUM Growth
-$44.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,485
New
Increased
Reduced
Closed

Top Buys

1 +$415M
2 +$160M
3 +$138M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.5M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$85.8M

Top Sells

1 +$1.21B
2 +$631M
3 +$630M
4
AAPL icon
Apple
AAPL
+$454M
5
MSFT icon
Microsoft
MSFT
+$309M

Sector Composition

1 Financials 25.33%
2 Technology 12.85%
3 Healthcare 9.11%
4 Industrials 8.89%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$65K ﹤0.01%
1,356
-200
2502
$65K ﹤0.01%
83,100
-187,400
2503
$65K ﹤0.01%
1,126
2504
$64K ﹤0.01%
21,403
-20,788
2505
$64K ﹤0.01%
5,593
+4,695
2506
$64K ﹤0.01%
390
-329
2507
0
2508
$64K ﹤0.01%
9,337
-23,939
2509
$63K ﹤0.01%
9,756
-3,945
2510
$63K ﹤0.01%
17,117
-132,049
2511
$63K ﹤0.01%
1,641
-30,134
2512
$63K ﹤0.01%
5,013
-14,538
2513
$63K ﹤0.01%
141,139
-112,338
2514
$62K ﹤0.01%
586
-2
2515
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+4,000
2516
$62K ﹤0.01%
2,332
-6,924
2517
$62K ﹤0.01%
583
-6,296
2518
$62K ﹤0.01%
3,436
-104
2519
$62K ﹤0.01%
500,000
2520
$62K ﹤0.01%
14,800
-5,640
2521
$62K ﹤0.01%
1,662
-5,771
2522
$61K ﹤0.01%
2,465
-11,562
2523
$61K ﹤0.01%
7,289
-219
2524
$60K ﹤0.01%
85,410
-133,411
2525
$60K ﹤0.01%
3,960
-7,818