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
$205B
AUM Growth
+$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,833
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$502M
3 +$460M
4
ENB icon
Enbridge
ENB
+$343M
5
DIS icon
Walt Disney
DIS
+$319M

Top Sells

1 +$661M
2 +$460M
3 +$379M
4
AMD icon
Advanced Micro Devices
AMD
+$362M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$324M

Sector Composition

1 Financials 25.45%
2 Technology 16.97%
3 Communication Services 8.55%
4 Industrials 8.1%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$219K ﹤0.01%
+6,661
2977
$219K ﹤0.01%
53
+1
2978
$219K ﹤0.01%
+3,489
2979
$219K ﹤0.01%
23,308
-86
2980
$218K ﹤0.01%
51,030
2981
$218K ﹤0.01%
+8,145
2982
$217K ﹤0.01%
7,800
2983
$217K ﹤0.01%
7,978
-32,401
2984
$216K ﹤0.01%
2,510
+1,385
2985
$216K ﹤0.01%
6,850
-820
2986
$215K ﹤0.01%
31,193
+693
2987
$214K ﹤0.01%
19,601
+1
2988
$214K ﹤0.01%
9,948
+1,500
2989
$214K ﹤0.01%
20,900
-329,100
2990
$213K ﹤0.01%
1,985
+178
2991
$212K ﹤0.01%
+3,118
2992
$212K ﹤0.01%
+8,780
2993
$211K ﹤0.01%
+3,688
2994
$211K ﹤0.01%
6,075
-176
2995
$210K ﹤0.01%
+5,492
2996
$209K ﹤0.01%
5,711
-47,510
2997
$209K ﹤0.01%
+3,712
2998
$208K ﹤0.01%
2,542
-200
2999
$208K ﹤0.01%
4,435
+390
3000
$208K ﹤0.01%
16,798
+1,606