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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$172M
3 +$164M
4
QSR icon
Restaurant Brands International
QSR
+$163M
5
INTC icon
Intel
INTC
+$160M

Top Sells

1 +$346M
2 +$242M
3 +$224M
4
MRK icon
Merck
MRK
+$223M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.31%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$80K ﹤0.01%
1,908
-2,585
2527
$80K ﹤0.01%
8,401
-1,104,416
2528
$79K ﹤0.01%
1,783
+1,453
2529
$79K ﹤0.01%
2,652
-1,023
2530
$79K ﹤0.01%
1,590
-215
2531
$79K ﹤0.01%
1,251
-410
2532
$79K ﹤0.01%
+750
2533
$79K ﹤0.01%
19,847
+17,385
2534
$79K ﹤0.01%
1,432
+316
2535
$78K ﹤0.01%
2,715
+460
2536
$78K ﹤0.01%
+8,827
2537
$78K ﹤0.01%
8,158
-2,578
2538
$78K ﹤0.01%
+1,199
2539
$78K ﹤0.01%
4,903
-1,610
2540
$78K ﹤0.01%
4,401
-36,328
2541
$78K ﹤0.01%
458
-2,305
2542
$78K ﹤0.01%
+9,000
2543
$77K ﹤0.01%
+2,260
2544
$76K ﹤0.01%
1,186
-1,094
2545
$76K ﹤0.01%
7,743
-757
2546
$76K ﹤0.01%
1,452
2547
$76K ﹤0.01%
6,300
2548
$76K ﹤0.01%
1,025
-825
2549
$76K ﹤0.01%
24,543
-7,998
2550
$76K ﹤0.01%
2,408
+900