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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$151K ﹤0.01%
2,114
+1,673
2652
$151K ﹤0.01%
4,970
-30
2653
$151K ﹤0.01%
+2,900
2654
$151K ﹤0.01%
2,506
-2,565
2655
$150K ﹤0.01%
6,058
+4,508
2656
$150K ﹤0.01%
5,271
-2,243
2657
$150K ﹤0.01%
5,400
2658
$150K ﹤0.01%
685
+364
2659
$150K ﹤0.01%
2,286
+2,236
2660
$149K ﹤0.01%
1,749
+1,303
2661
$148K ﹤0.01%
9,607
+7,109
2662
$148K ﹤0.01%
2,609
-146
2663
$148K ﹤0.01%
6,672
+2,323
2664
$148K ﹤0.01%
6,918
+4,973
2665
$148K ﹤0.01%
2,712
+1,280
2666
$148K ﹤0.01%
12,178
+8,419
2667
$147K ﹤0.01%
10,167
+6,475
2668
$147K ﹤0.01%
5,971
+2,818
2669
$147K ﹤0.01%
+2,800
2670
$146K ﹤0.01%
7,724
-67,222
2671
$146K ﹤0.01%
3,165
-45
2672
$146K ﹤0.01%
1,785
+1,308
2673
$146K ﹤0.01%
+7,293
2674
$146K ﹤0.01%
11,771
+8,816
2675
$145K ﹤0.01%
5,275
+4,225