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 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$103K ﹤0.01%
+1,370
2877
$103K ﹤0.01%
1,296
+73
2878
$103K ﹤0.01%
1,322
2879
$103K ﹤0.01%
4,893
+2,490
2880
$102K ﹤0.01%
+12,186
2881
$102K ﹤0.01%
9,757
2882
$102K ﹤0.01%
4,489
+2,788
2883
$102K ﹤0.01%
1,010
2884
$102K ﹤0.01%
10,152
-9,540
2885
$102K ﹤0.01%
3,495
+2,284
2886
$102K ﹤0.01%
3,789
+2,354
2887
$101K ﹤0.01%
8,730
+7,617
2888
$101K ﹤0.01%
2,365
+918
2889
$101K ﹤0.01%
6,617
+4,969
2890
$101K ﹤0.01%
+3,067
2891
$101K ﹤0.01%
8,756
-4,757
2892
$100K ﹤0.01%
1,734
-14,299
2893
$100K ﹤0.01%
5,660
-6,994
2894
$100K ﹤0.01%
8,563
2895
$100K ﹤0.01%
9,114
+9,097
2896
$100K ﹤0.01%
3,440
+2,068
2897
$100K ﹤0.01%
5,956
+944
2898
$99K ﹤0.01%
2,665
-3,217
2899
$99K ﹤0.01%
5,729
+2,875
2900
$99K ﹤0.01%
6,038