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
$88.7B
AUM Growth
+$4.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,964
New
Increased
Reduced
Closed

Top Buys

1 +$577M
2 +$427M
3 +$223M
4
MDLZ icon
Mondelez International
MDLZ
+$219M
5
AAPL icon
Apple
AAPL
+$154M

Top Sells

1 +$252M
2 +$200M
3 +$149M
4
NVDA icon
NVIDIA
NVDA
+$124M
5
DOV icon
Dover
DOV
+$99.9M

Sector Composition

1 Financials 28.11%
2 Energy 12.56%
3 Industrials 8.67%
4 Communication Services 8.42%
5 Technology 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$108K ﹤0.01%
+2,470
2527
$108K ﹤0.01%
12,248
+3,867
2528
$108K ﹤0.01%
9,085
-3,385
2529
$107K ﹤0.01%
1,852
-7,571
2530
$107K ﹤0.01%
547
-4,990
2531
$107K ﹤0.01%
4,199
+3,615
2532
$107K ﹤0.01%
108
2533
$107K ﹤0.01%
14,990
-16,453
2534
$106K ﹤0.01%
+9,033
2535
$106K ﹤0.01%
17,232
+3,424
2536
$106K ﹤0.01%
8,371
2537
$106K ﹤0.01%
26,587
+2,506
2538
$106K ﹤0.01%
+3,000
2539
$105K ﹤0.01%
4,188
+86
2540
0
2541
$105K ﹤0.01%
3,200
-211
2542
$105K ﹤0.01%
7,130
2543
$105K ﹤0.01%
1,989
-11,313
2544
$105K ﹤0.01%
6,754
-137
2545
$105K ﹤0.01%
+12,633
2546
$105K ﹤0.01%
8,000
-500
2547
$105K ﹤0.01%
+7,300
2548
$104K ﹤0.01%
3,900
2549
$104K ﹤0.01%
13,308
-2,694
2550
$104K ﹤0.01%
9,428
+4,854