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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$542M
2 +$181M
3 +$159M
4
CTXS
Citrix Systems Inc
CTXS
+$158M
5
BA icon
Boeing
BA
+$145M

Top Sells

1 +$193M
2 +$166M
3 +$162M
4
TD icon
Toronto Dominion Bank
TD
+$150M
5
MHK icon
Mohawk Industries
MHK
+$149M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.36%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$87K ﹤0.01%
2,500
2602
$87K ﹤0.01%
1,249
+1,068
2603
$87K ﹤0.01%
5,000
2604
$86K ﹤0.01%
2,186
+161
2605
$86K ﹤0.01%
5,249
+128
2606
$86K ﹤0.01%
17,541
2607
$86K ﹤0.01%
4,315
-536
2608
$86K ﹤0.01%
1,729
-293
2609
$86K ﹤0.01%
13,844
+5,844
2610
$85K ﹤0.01%
3,499
2611
$84K ﹤0.01%
16,320
2612
$84K ﹤0.01%
1,464
-3,480
2613
$84K ﹤0.01%
782
-404
2614
$84K ﹤0.01%
1,350
-180
2615
$84K ﹤0.01%
9,309
-23,897
2616
$83K ﹤0.01%
5,558
+5,136
2617
$83K ﹤0.01%
3,962
+1,560
2618
$83K ﹤0.01%
5,080
+1,052
2619
$83K ﹤0.01%
1,200
-77
2620
$83K ﹤0.01%
1,153
2621
$83K ﹤0.01%
1,614
-465
2622
$82K ﹤0.01%
+5,000
2623
$82K ﹤0.01%
2,827
-410
2624
$82K ﹤0.01%
2,401
+1,565
2625
$82K ﹤0.01%
5,263
-16,445