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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$182K ﹤0.01%
4,580
-986
2552
$181K ﹤0.01%
4,349
+2,268
2553
$181K ﹤0.01%
+78,030
2554
$181K ﹤0.01%
2,966
+409
2555
$181K ﹤0.01%
77,243
+13,299
2556
$181K ﹤0.01%
5,560
-30,211
2557
$181K ﹤0.01%
2,736
+1,320
2558
$181K ﹤0.01%
9,156
+935
2559
$181K ﹤0.01%
41,290
-340,641
2560
$180K ﹤0.01%
6,189
+5,683
2561
$180K ﹤0.01%
3,516
+3,031
2562
$180K ﹤0.01%
11,315
2563
$179K ﹤0.01%
4,855
+4,016
2564
$179K ﹤0.01%
4,964
+1,392
2565
$179K ﹤0.01%
9,739
+6,775
2566
$179K ﹤0.01%
12,406
+8,251
2567
$178K ﹤0.01%
10,050
-3,753
2568
$178K ﹤0.01%
13,094
-7,427
2569
$178K ﹤0.01%
3,935
+2,849
2570
$177K ﹤0.01%
1,731
+1,287
2571
$177K ﹤0.01%
27,302
-5,833
2572
$176K ﹤0.01%
3,096
+1,774
2573
$176K ﹤0.01%
3,806
+2,188
2574
$176K ﹤0.01%
5,121
+4,187
2575
$175K ﹤0.01%
2,954
+1,894