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
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,029
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$911K
3 +$677K
4
CNQ icon
Canadian Natural Resources
CNQ
+$510K
5
COST icon
Costco
COST
+$357K

Top Sells

1 +$73M
2 +$62.1M
3 +$32.4M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$26.9M
5
MXCT icon
MaxCyte
MXCT
+$23.3M

Sector Composition

1 Financials 19.47%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$243 ﹤0.01%
7,977
+358
2702
$243 ﹤0.01%
+41,447
2703
$243 ﹤0.01%
6,032
-580
2704
$243 ﹤0.01%
2,769
-2,908
2705
$242 ﹤0.01%
2,025
-2,271
2706
$242 ﹤0.01%
18,200
-1,047
2707
$242 ﹤0.01%
4,923
+1,033
2708
$242 ﹤0.01%
+49,140
2709
$242 ﹤0.01%
14,819
-20,557
2710
$241 ﹤0.01%
6,239
-6,242
2711
$241 ﹤0.01%
799
+78
2712
$240 ﹤0.01%
9,874
+19
2713
$240 ﹤0.01%
5,720
-10,726
2714
$240 ﹤0.01%
40,406
+5,191
2715
$239 ﹤0.01%
13,640
-1,330
2716
$239 ﹤0.01%
1,705
-3,290
2717
$239 ﹤0.01%
8,361
+200
2718
$238 ﹤0.01%
5,038
-8,357
2719
$238 ﹤0.01%
11,914
-16,148
2720
$237 ﹤0.01%
4,311
-139,263
2721
$237 ﹤0.01%
5,513
+265
2722
$237 ﹤0.01%
18,275
+2,175
2723
$236 ﹤0.01%
5,970
-778
2724
$235 ﹤0.01%
+5,994
2725
$235 ﹤0.01%
3,229
+400