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
$126B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$436M
3 +$324M
4
MSFT icon
Microsoft
MSFT
+$322M
5
V icon
Visa
V
+$264M

Top Sells

1 +$284M
2 +$182M
3 +$180M
4
BX icon
Blackstone
BX
+$150M
5
BABA icon
Alibaba
BABA
+$126M

Sector Composition

1 Financials 26.76%
2 Technology 11.92%
3 Energy 9.21%
4 Industrials 8.55%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$236K ﹤0.01%
10,625
+207
2602
$236K ﹤0.01%
17,193
+5,079
2603
$236K ﹤0.01%
13,104
+3,773
2604
$236K ﹤0.01%
5,160
-132
2605
$235K ﹤0.01%
9,014
+968
2606
$234K ﹤0.01%
2,459
+750
2607
$234K ﹤0.01%
4,601
2608
$234K ﹤0.01%
11,269
-23,713
2609
$233K ﹤0.01%
60
+5
2610
$232K ﹤0.01%
10,662
+2,198
2611
$232K ﹤0.01%
4,017
+939
2612
$231K ﹤0.01%
21,276
+2,005
2613
$229K ﹤0.01%
4,681
+1,094
2614
$229K ﹤0.01%
9,078
+1,917
2615
$228K ﹤0.01%
12,002
+3,336
2616
$228K ﹤0.01%
8,340
+1,762
2617
$228K ﹤0.01%
6,822
+1,925
2618
$227K ﹤0.01%
15,443
-1,706
2619
$226K ﹤0.01%
+33,393
2620
$226K ﹤0.01%
9,546
+599
2621
$225K ﹤0.01%
2,312
+1,048
2622
$225K ﹤0.01%
16,107
+5,940
2623
$224K ﹤0.01%
3,762
+1,000
2624
$224K ﹤0.01%
9,068
+2,186
2625
$224K ﹤0.01%
7,223
+96