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
$83.9B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,042
New
Increased
Reduced
Closed

Top Buys

1 +$179M
2 +$162M
3 +$142M
4
BCE icon
BCE
BCE
+$116M
5
AMAT icon
Applied Materials
AMAT
+$108M

Top Sells

1 +$364M
2 +$353M
3 +$340M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$318M
5
GILD icon
Gilead Sciences
GILD
+$257M

Sector Composition

1 Financials 27.23%
2 Energy 11.73%
3 Communication Services 9.43%
4 Industrials 8.47%
5 Technology 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$67K ﹤0.01%
2,860
2702
$67K ﹤0.01%
2,860
+1,372
2703
$67K ﹤0.01%
1,400
2704
$66K ﹤0.01%
2,303
+2,173
2705
$66K ﹤0.01%
2,665
+576
2706
$65K ﹤0.01%
5,679
+669
2707
$65K ﹤0.01%
29,060
-11,040
2708
$65K ﹤0.01%
1,786
-39,016
2709
$65K ﹤0.01%
6,463
+4,500
2710
$65K ﹤0.01%
1,111
2711
$65K ﹤0.01%
+4,392
2712
$65K ﹤0.01%
6,716
-363
2713
$64K ﹤0.01%
5,768
+690
2714
$64K ﹤0.01%
3,392
2715
$64K ﹤0.01%
+4,042
2716
$64K ﹤0.01%
941
2717
$64K ﹤0.01%
4,761
+406
2718
$63K ﹤0.01%
1,284
-91
2719
$63K ﹤0.01%
2,050
2720
$63K ﹤0.01%
+454
2721
$63K ﹤0.01%
18,861
+15,157
2722
$63K ﹤0.01%
1,090
+129
2723
$62K ﹤0.01%
197
2724
$62K ﹤0.01%
1,422
+442
2725
$62K ﹤0.01%
+2,800