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
$176B
AUM Growth
-$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,860
New
Increased
Reduced
Closed

Top Buys

1 +$498M
2 +$392M
3 +$252M
4
ADBE icon
Adobe
ADBE
+$225M
5
BA icon
Boeing
BA
+$199M

Top Sells

1 +$3.24B
2 +$1.69B
3 +$680M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$647M
5
V icon
Visa
V
+$573M

Sector Composition

1 Financials 23.35%
2 Technology 19.17%
3 Communication Services 9.24%
4 Industrials 8.06%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$213K ﹤0.01%
+8,080
2902
$213K ﹤0.01%
3,926
-3
2903
$212K ﹤0.01%
7,518
+425
2904
$212K ﹤0.01%
+5,186
2905
$212K ﹤0.01%
7,781
-24,588
2906
$211K ﹤0.01%
3,610
+79
2907
$210K ﹤0.01%
4,964
+173
2908
$210K ﹤0.01%
7,502
+1,423
2909
$209K ﹤0.01%
2,270
-165
2910
$209K ﹤0.01%
2,955
-117
2911
$209K ﹤0.01%
+21,401
2912
$208K ﹤0.01%
9,683
+464
2913
$208K ﹤0.01%
+3,863
2914
$208K ﹤0.01%
55,796
-480,185
2915
$207K ﹤0.01%
11,079
-451
2916
$206K ﹤0.01%
+23,600
2917
$206K ﹤0.01%
7,089
+768
2918
$206K ﹤0.01%
14,604
+1,846
2919
$206K ﹤0.01%
12,714
+146
2920
$206K ﹤0.01%
+3,190
2921
$206K ﹤0.01%
4,121
+130
2922
$206K ﹤0.01%
5,304
+753
2923
$205K ﹤0.01%
5,664
-673
2924
$205K ﹤0.01%
42,663
-206
2925
$205K ﹤0.01%
+6,758