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
3026
$81 ﹤0.01%
827
+2
3027
$81 ﹤0.01%
14,507
-20,336
3028
$80 ﹤0.01%
1,136
3029
$80 ﹤0.01%
+10,000
3030
$80 ﹤0.01%
15,104
-44,826
3031
$79 ﹤0.01%
11,422
-38,572
3032
$79 ﹤0.01%
+10,750
3033
$79 ﹤0.01%
1,785
-2,079
3034
$79 ﹤0.01%
20,452
-22,640
3035
$79 ﹤0.01%
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3036
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+10,000
3037
$78 ﹤0.01%
3,294
3038
$78 ﹤0.01%
3,000
3039
$78 ﹤0.01%
10,000
3040
$77 ﹤0.01%
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3041
$75 ﹤0.01%
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3042
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3043
$74 ﹤0.01%
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3044
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-20,000
3045
$74 ﹤0.01%
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3046
$73 ﹤0.01%
3,150
3047
$73 ﹤0.01%
673
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3048
$73 ﹤0.01%
12,638
+2,047
3049
$73 ﹤0.01%
1,462
-7,074
3050
$72 ﹤0.01%
21,471
+96