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
$110B
AUM Growth
+$7.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,511
New
Increased
Reduced
Closed

Top Buys

1 +$621M
2 +$280M
3 +$263M
4
BA icon
Boeing
BA
+$233M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

1 +$761M
2 +$408M
3 +$314M
4
NTR icon
Nutrien
NTR
+$193M
5
IAU icon
iShares Gold Trust
IAU
+$185M

Sector Composition

1 Financials 25.31%
2 Technology 15.35%
3 Industrials 9.39%
4 Communication Services 8.88%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$143K ﹤0.01%
5,031
-442,669
2527
$142K ﹤0.01%
6,424
-2,569
2528
$142K ﹤0.01%
1,893
-1,317
2529
$141K ﹤0.01%
3,156
-834
2530
$141K ﹤0.01%
2,630
2531
$140K ﹤0.01%
13,301
+8,182
2532
$140K ﹤0.01%
26,497
-2,808
2533
$140K ﹤0.01%
3,491
-26,759
2534
$140K ﹤0.01%
2,082
-1,305
2535
$139K ﹤0.01%
3,021
-4,230
2536
$139K ﹤0.01%
38,900
2537
$139K ﹤0.01%
+837
2538
$138K ﹤0.01%
5,725
-2,623
2539
$138K ﹤0.01%
13,881
+6,392
2540
$138K ﹤0.01%
3,323
-1,665
2541
$138K ﹤0.01%
35,426
+34,687
2542
$137K ﹤0.01%
3,528
-19,711
2543
$137K ﹤0.01%
18,269
-7,293
2544
$137K ﹤0.01%
1,667
+833
2545
$137K ﹤0.01%
6,117
-3,910
2546
$136K ﹤0.01%
5,258
-3,640
2547
$136K ﹤0.01%
4,794
-13,357
2548
$136K ﹤0.01%
16,120
+11,310
2549
$136K ﹤0.01%
5,733
-2,337
2550
$135K ﹤0.01%
2,200