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
$201B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,642
New
Increased
Reduced
Closed

Top Buys

1 +$774M
2 +$354M
3 +$269M
4
ET icon
Energy Transfer Partners
ET
+$242M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$236M

Top Sells

1 +$1.98B
2 +$1.74B
3 +$1.02B
4
AMZN icon
Amazon
AMZN
+$761M
5
AAPL icon
Apple
AAPL
+$700M

Sector Composition

1 Financials 22.67%
2 Technology 21.85%
3 Communication Services 8.68%
4 Consumer Discretionary 7.18%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$58.5K ﹤0.01%
2,264
2652
$57.8K ﹤0.01%
3,793
+301
2653
$57.8K ﹤0.01%
213
-6
2654
$57.4K ﹤0.01%
1,900
2655
$57.1K ﹤0.01%
22,479
-1,389
2656
$56.9K ﹤0.01%
8,668
-3,302
2657
$56.4K ﹤0.01%
3,923
2658
$56.3K ﹤0.01%
+10,470
2659
$55.7K ﹤0.01%
18,398
-18,514
2660
$55.6K ﹤0.01%
1,376
-54,499
2661
$55.1K ﹤0.01%
12,002
2662
$55K ﹤0.01%
2,610
+735
2663
$54.7K ﹤0.01%
633
+49
2664
$54K ﹤0.01%
1,086
-328
2665
$53.4K ﹤0.01%
137,362
2666
$53.2K ﹤0.01%
2,319
2667
$52.4K ﹤0.01%
432
2668
$52.2K ﹤0.01%
+1,200
2669
$52.2K ﹤0.01%
1,324
+405
2670
$51.7K ﹤0.01%
70,000
-1
2671
$51.6K ﹤0.01%
735
2672
$51.5K ﹤0.01%
12,759
+1,841
2673
$51.2K ﹤0.01%
885
-1,739
2674
$50.7K ﹤0.01%
3,633
2675
$50.4K ﹤0.01%
1,366
-892