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
$192B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,385
New
Increased
Reduced
Closed

Top Buys

1 +$3.24B
2 +$963M
3 +$668M
4
TRP icon
TC Energy
TRP
+$591M
5
TD icon
Toronto Dominion Bank
TD
+$523M

Top Sells

1 +$832M
2 +$733M
3 +$721M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$518M
5
AMZN icon
Amazon
AMZN
+$450M

Sector Composition

1 Financials 24.86%
2 Technology 18.84%
3 Communication Services 7.88%
4 Industrials 7.12%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$85.6K ﹤0.01%
+10,899
2602
$85.3K ﹤0.01%
58,834
+23,071
2603
$84.4K ﹤0.01%
62,990
-50,106
2604
$84.2K ﹤0.01%
3,000
2605
$83.8K ﹤0.01%
+1,664
2606
$83.6K ﹤0.01%
14,186
+30
2607
$83.3K ﹤0.01%
+31,778
2608
$82.4K ﹤0.01%
3,790
+1,803
2609
$82.4K ﹤0.01%
1,137
-757
2610
$81.7K ﹤0.01%
1,732
+1,132
2611
$81.4K ﹤0.01%
21,202
+1,314
2612
$81K ﹤0.01%
2,231
+2,134
2613
$80.8K ﹤0.01%
8,000
2614
$80.7K ﹤0.01%
1,884
2615
$79.9K ﹤0.01%
700
2616
$79.6K ﹤0.01%
20,628
-500
2617
$77.6K ﹤0.01%
615
-2,402
2618
$77.6K ﹤0.01%
11,974
+1,938
2619
$77.3K ﹤0.01%
+15,653
2620
$76.6K ﹤0.01%
1,225
2621
$76.3K ﹤0.01%
46,836
+23,341
2622
$76.1K ﹤0.01%
2,170
-200
2623
$76.1K ﹤0.01%
1,636
2624
$76K ﹤0.01%
12,925
2625
$75.8K ﹤0.01%
1,107