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
$135B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,650
New
Increased
Reduced
Closed

Top Buys

1 +$789M
2 +$641M
3 +$596M
4
MSFT icon
Microsoft
MSFT
+$585M
5
AMZN icon
Amazon
AMZN
+$523M

Sector Composition

1 Financials 24.6%
2 Technology 16%
3 Industrials 8.97%
4 Communication Services 8.68%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$293K ﹤0.01%
5,075
+3,355
2577
$291K ﹤0.01%
7,922
+5,668
2578
$291K ﹤0.01%
3,642
+1,868
2579
$291K ﹤0.01%
8,203
+5,017
2580
$290K ﹤0.01%
+3,600
2581
$290K ﹤0.01%
7,845
+2,695
2582
$290K ﹤0.01%
3,793
+2,465
2583
$288K ﹤0.01%
5,816
+1,948
2584
$288K ﹤0.01%
+5,452
2585
$288K ﹤0.01%
9,258
+3,073
2586
$287K ﹤0.01%
13,957
+8,778
2587
$287K ﹤0.01%
10,510
-910
2588
$286K ﹤0.01%
12,577
+9,328
2589
$286K ﹤0.01%
3,937
+2,620
2590
$284K ﹤0.01%
3,420
+1,978
2591
$283K ﹤0.01%
4,817
+3,096
2592
$282K ﹤0.01%
5,184
2593
$282K ﹤0.01%
49,989
-273,727
2594
$281K ﹤0.01%
15,122
+9,018
2595
$280K ﹤0.01%
64,151
+38,172
2596
$279K ﹤0.01%
4,477
+2,260
2597
$278K ﹤0.01%
7,008
+4,280
2598
$278K ﹤0.01%
20,389
+7,681
2599
$278K ﹤0.01%
12,076
+8,694
2600
$277K ﹤0.01%
7,628
+4,661