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
2626
$114K ﹤0.01%
13,024
-2,514
2627
$113K ﹤0.01%
4,750
-3,759
2628
$113K ﹤0.01%
5,019
-2,902
2629
$113K ﹤0.01%
1,208
-405
2630
$113K ﹤0.01%
25,979
-13,376
2631
$113K ﹤0.01%
3,322
+327
2632
$112K ﹤0.01%
36,322
-21,606
2633
$112K ﹤0.01%
7,416
2634
$112K ﹤0.01%
+2,013
2635
$112K ﹤0.01%
29,886
-4,558
2636
$112K ﹤0.01%
6,279
-591
2637
$112K ﹤0.01%
6,710
-191
2638
$111K ﹤0.01%
2,986
-2,045
2639
$111K ﹤0.01%
4,450
-1,109
2640
$111K ﹤0.01%
3,754
-641
2641
$111K ﹤0.01%
6,479
-3,096
2642
$111K ﹤0.01%
4,050
2643
$109K ﹤0.01%
1,131
-463
2644
$109K ﹤0.01%
2,041
-1,118
2645
$109K ﹤0.01%
2,060
2646
$109K ﹤0.01%
796
+515
2647
$109K ﹤0.01%
10,200
+2,039
2648
$109K ﹤0.01%
14,069
+5,305
2649
$109K ﹤0.01%
40,549
-8,140
2650
$109K ﹤0.01%
3,184
-1,037