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
2776
$217 ﹤0.01%
2,406
-3,255
2777
$217 ﹤0.01%
6,001
-48,636
2778
$217 ﹤0.01%
5,583
-404
2779
$217 ﹤0.01%
1,156
-4,854
2780
$217 ﹤0.01%
+8,141
2781
$216 ﹤0.01%
7,350
-8,108
2782
$215 ﹤0.01%
6,866
-1,514
2783
$215 ﹤0.01%
8,375
-5,918
2784
$213 ﹤0.01%
1,153
-15
2785
$213 ﹤0.01%
21,792
-1,283
2786
$213 ﹤0.01%
8,204
-574
2787
$212 ﹤0.01%
+76,981
2788
$212 ﹤0.01%
2,899
-264
2789
$212 ﹤0.01%
4,346
-4,568
2790
$212 ﹤0.01%
5,192
+4,792
2791
$212 ﹤0.01%
2,770
+2,176
2792
$211 ﹤0.01%
7,175
-5,507
2793
$210 ﹤0.01%
29,379
-35,822
2794
$210 ﹤0.01%
21,401
2795
$209 ﹤0.01%
8,624
-12,231
2796
$209 ﹤0.01%
9,287
-672,500
2797
$208 ﹤0.01%
7,173
-27,370
2798
$208 ﹤0.01%
6,958
-363,941
2799
$207 ﹤0.01%
+20,903
2800
$206 ﹤0.01%
+47,800