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
$110B
AUM Growth
+$7.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,511
New
Increased
Reduced
Closed

Top Buys

1 +$621M
2 +$280M
3 +$263M
4
BA icon
Boeing
BA
+$233M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

1 +$761M
2 +$408M
3 +$314M
4
NTR icon
Nutrien
NTR
+$193M
5
IAU icon
iShares Gold Trust
IAU
+$185M

Sector Composition

1 Financials 25.31%
2 Technology 15.35%
3 Industrials 9.39%
4 Communication Services 8.88%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$121K ﹤0.01%
910
-106
2602
$121K ﹤0.01%
2,913
-973
2603
$120K ﹤0.01%
3,309
-2,777
2604
$120K ﹤0.01%
26,042
+2,568
2605
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6,487
-1,544
2606
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-200
2607
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477
-372
2608
$119K ﹤0.01%
6,484
-845
2609
$119K ﹤0.01%
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2610
$119K ﹤0.01%
2,360
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2611
$119K ﹤0.01%
9,651
2612
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6,104
-1,210
2613
$118K ﹤0.01%
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-1,081
2614
$118K ﹤0.01%
6,510
+5,190
2615
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32,101
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2616
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3,313
-6,786
2617
$117K ﹤0.01%
5,290
+133
2618
$116K ﹤0.01%
4,045
-1,350
2619
$116K ﹤0.01%
1,970
-1,804
2620
$115K ﹤0.01%
8,787
2621
$115K ﹤0.01%
9,326
-784
2622
$115K ﹤0.01%
2,820
+1,526
2623
$115K ﹤0.01%
2,215
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2624
$115K ﹤0.01%
+40,162
2625
$115K ﹤0.01%
3,788
-2,264