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
$176B
AUM Growth
-$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,860
New
Increased
Reduced
Closed

Top Buys

1 +$498M
2 +$392M
3 +$252M
4
ADBE icon
Adobe
ADBE
+$225M
5
BA icon
Boeing
BA
+$199M

Top Sells

1 +$3.24B
2 +$1.69B
3 +$680M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$647M
5
V icon
Visa
V
+$573M

Sector Composition

1 Financials 23.35%
2 Technology 19.17%
3 Communication Services 9.24%
4 Industrials 8.06%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$387K ﹤0.01%
29,437
-21,792
2527
$387K ﹤0.01%
32,734
+422
2528
$386K ﹤0.01%
1,886
+50
2529
$386K ﹤0.01%
1,663
+80
2530
$386K ﹤0.01%
4,825
2531
$385K ﹤0.01%
4,247
-119
2532
$384K ﹤0.01%
4,591
-379
2533
$383K ﹤0.01%
4,445
+76
2534
$383K ﹤0.01%
21,903
+185
2535
$383K ﹤0.01%
14,144
+955
2536
$382K ﹤0.01%
6,926
-18,672
2537
$382K ﹤0.01%
+27,144
2538
$382K ﹤0.01%
14,017
-24,230
2539
$382K ﹤0.01%
12,104
+1,181
2540
$381K ﹤0.01%
10,859
+740
2541
$381K ﹤0.01%
9,223
-232
2542
$381K ﹤0.01%
7,278
+1,465
2543
$381K ﹤0.01%
9,070
-33,500
2544
$380K ﹤0.01%
5,320
-62
2545
$380K ﹤0.01%
3,626
+351
2546
$379K ﹤0.01%
4,316
-32
2547
$379K ﹤0.01%
20,911
+1,076
2548
$378K ﹤0.01%
+37,430
2549
$378K ﹤0.01%
7,209
-403
2550
$378K ﹤0.01%
93,951
-425