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
$205B
AUM Growth
+$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,833
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$502M
3 +$460M
4
ENB icon
Enbridge
ENB
+$343M
5
DIS icon
Walt Disney
DIS
+$319M

Top Sells

1 +$661M
2 +$460M
3 +$379M
4
AMD icon
Advanced Micro Devices
AMD
+$362M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$324M

Sector Composition

1 Financials 25.45%
2 Technology 16.97%
3 Communication Services 8.55%
4 Industrials 8.1%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$393K ﹤0.01%
14,905
2702
$392K ﹤0.01%
9,926
-144
2703
$392K ﹤0.01%
9,583
+175
2704
$392K ﹤0.01%
7,052
-31,826
2705
$392K ﹤0.01%
7,958
-146
2706
$391K ﹤0.01%
10,748
2707
$391K ﹤0.01%
3,538
+222
2708
$391K ﹤0.01%
30,000
2709
$388K ﹤0.01%
30,620
-658
2710
$388K ﹤0.01%
30,305
-191,750
2711
$388K ﹤0.01%
7,817
+928
2712
$387K ﹤0.01%
19,899
-333
2713
$387K ﹤0.01%
20,329
+4,078
2714
$386K ﹤0.01%
3,464
+472
2715
$385K ﹤0.01%
21,805
-42,475
2716
$384K ﹤0.01%
28,037
+15,367
2717
$384K ﹤0.01%
24,693
+2,241
2718
$383K ﹤0.01%
4,492
-387
2719
$382K ﹤0.01%
11,836
-327,466
2720
$381K ﹤0.01%
11,789
+5,056
2721
$381K ﹤0.01%
22,000
2722
$379K ﹤0.01%
4,014
+1,203
2723
$379K ﹤0.01%
15,067
-8,152
2724
$379K ﹤0.01%
19,965
+342
2725
$377K ﹤0.01%
1,533
+1,002