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 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$74K ﹤0.01%
2,933
3052
$74K ﹤0.01%
45,000
-20,000
3053
$74K ﹤0.01%
2,182
+1,357
3054
$74K ﹤0.01%
915
+183
3055
$73K ﹤0.01%
4,303
+3,787
3056
$73K ﹤0.01%
3,296
+2,662
3057
$73K ﹤0.01%
5,994
+2,862
3058
$73K ﹤0.01%
3,846
-11,376
3059
$73K ﹤0.01%
2,908
+790
3060
$72K ﹤0.01%
2,403
+1,763
3061
$72K ﹤0.01%
1,525
-531
3062
$72K ﹤0.01%
1,088
+540
3063
$72K ﹤0.01%
5,725
3064
$72K ﹤0.01%
2,329
+1,493
3065
$72K ﹤0.01%
+1,834
3066
$72K ﹤0.01%
67,142
+53,217
3067
$71K ﹤0.01%
4,469
+2,980
3068
$71K ﹤0.01%
2,818
+2,010
3069
$71K ﹤0.01%
1,180
+1,058
3070
$71K ﹤0.01%
5,118
+3,356
3071
$71K ﹤0.01%
1,277
+1,019
3072
$71K ﹤0.01%
830
3073
$71K ﹤0.01%
+6,587
3074
$71K ﹤0.01%
2,066
+1,063
3075
$71K ﹤0.01%
3,373
+1,856