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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$130K ﹤0.01%
+3,221
2752
$129K ﹤0.01%
6,055
+5,693
2753
$129K ﹤0.01%
3,022
-38,246
2754
$129K ﹤0.01%
+4,684
2755
$129K ﹤0.01%
2,605
+1,632
2756
$128K ﹤0.01%
+13,015
2757
$128K ﹤0.01%
6,448
+1,200
2758
$128K ﹤0.01%
11,813
+9,618
2759
$128K ﹤0.01%
2,097
+1,874
2760
$128K ﹤0.01%
4,092
+664
2761
$127K ﹤0.01%
2,877
+2,677
2762
$127K ﹤0.01%
8,129
-127
2763
$127K ﹤0.01%
3,565
-280
2764
$127K ﹤0.01%
97,805
-28,546
2765
$126K ﹤0.01%
4,653
+2,455
2766
$126K ﹤0.01%
3,624
+2,582
2767
$125K ﹤0.01%
5,391
-132,527
2768
$125K ﹤0.01%
2,671
+2,096
2769
$125K ﹤0.01%
4,746
-162,055
2770
$125K ﹤0.01%
4,476
+2,573
2771
$124K ﹤0.01%
9,581
-1,934
2772
$124K ﹤0.01%
2,487
-6,358
2773
$124K ﹤0.01%
4,329
+4,107
2774
$124K ﹤0.01%
7,531
-4,722
2775
$124K ﹤0.01%
30,131
+16,030