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
$135B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,650
New
Increased
Reduced
Closed

Top Buys

1 +$789M
2 +$641M
3 +$596M
4
MSFT icon
Microsoft
MSFT
+$585M
5
AMZN icon
Amazon
AMZN
+$523M

Sector Composition

1 Financials 24.6%
2 Technology 16%
3 Industrials 8.97%
4 Communication Services 8.68%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$207K ﹤0.01%
4,284
+3,231
2752
$206K ﹤0.01%
2,202
+260
2753
$206K ﹤0.01%
4,707
+1,420
2754
$206K ﹤0.01%
10,116
+3,670
2755
$204K ﹤0.01%
5,472
+3,855
2756
$204K ﹤0.01%
14,574
+6,036
2757
$203K ﹤0.01%
1,671
+1,121
2758
$202K ﹤0.01%
29,360
+20,744
2759
$201K ﹤0.01%
2,217
-3,897
2760
$201K ﹤0.01%
25,794
+17,954
2761
$201K ﹤0.01%
13,048
+8,976
2762
$200K ﹤0.01%
3,987
+2,570
2763
$200K ﹤0.01%
7,050
2764
$200K ﹤0.01%
3,821
+911
2765
$200K ﹤0.01%
12,465
+8,709
2766
$200K ﹤0.01%
10,254
+6,991
2767
$199K ﹤0.01%
3,801
-555
2768
$199K ﹤0.01%
9,408
+6,263
2769
$197K ﹤0.01%
46,875
+19,636
2770
$197K ﹤0.01%
27,281
+19,663
2771
$197K ﹤0.01%
7,932
+5,071
2772
$197K ﹤0.01%
4,131
-19,859
2773
$196K ﹤0.01%
2,837
+682
2774
$196K ﹤0.01%
10,397
+3,345
2775
$195K ﹤0.01%
49,345
+12,057