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
$71.8B
AUM Growth
+$8.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1 +$378M
2 +$215M
3 +$210M
4
MSFT icon
Microsoft
MSFT
+$200M
5
HAL icon
Halliburton
HAL
+$177M

Top Sells

1 +$336M
2 +$121M
3 +$118M
4
VLO icon
Valero Energy
VLO
+$92.4M
5
DDS icon
Dillards
DDS
+$89M

Sector Composition

1 Financials 30.38%
2 Energy 13.54%
3 Industrials 8.38%
4 Technology 7.59%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$40.6M 0.06%
772,746
-1,509,168
252
$40.5M 0.06%
1,750,698
-244,966
253
$40.3M 0.06%
1,128,881
+137,451
254
$39.8M 0.05%
631,997
+66,269
255
$39.8M 0.05%
784,626
+2,496
256
$39.7M 0.05%
1,879,649
+445,214
257
$39.7M 0.05%
362,198
+86,280
258
$39.6M 0.05%
1,756,802
+1,707,922
259
$39.6M 0.05%
869,107
+161,124
260
$39.1M 0.05%
525,308
+43,599
261
$38.9M 0.05%
484,606
-669,473
262
$38.9M 0.05%
730,967
-210,319
263
$38M 0.05%
696,140
-7,176
264
$37.3M 0.05%
916,476
-207,964
265
$37M 0.05%
597,105
+152,882
266
$36.8M 0.05%
222,619
+47,878
267
$36.8M 0.05%
3,838,257
+286,944
268
$36.5M 0.05%
454,829
+91,100
269
$36.4M 0.05%
254,024
+163,148
270
$35.9M 0.05%
1,559,816
-89,008
271
$35.7M 0.05%
503,456
+64,838
272
$35.5M 0.05%
432,064
+167,574
273
$35.5M 0.05%
504,675
-185,262
274
$34.2M 0.05%
753,060
+751,870
275
$34.2M 0.05%
1,383,352
-28,768