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
$274B
AUM Growth
+$36.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,983
New
Increased
Reduced
Closed

Top Buys

1 +$17.3B
2 +$9.38B
3 +$3.02B
4
TSLA icon
Tesla
TSLA
+$1.33B
5
BNS icon
Scotiabank
BNS
+$757M

Top Sells

1 +$462M
2 +$328M
3 +$290M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$274M
5
MA icon
Mastercard
MA
+$245M

Sector Composition

1 Communication Services 26.76%
2 Consumer Discretionary 18.74%
3 Financials 14.81%
4 Technology 13.17%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$78.8K ﹤0.01%
11,049
-2,403
3052
$78.1K ﹤0.01%
1,296
3053
$78K ﹤0.01%
+10,587
3054
$77.2K ﹤0.01%
+1,530
3055
$76.7K ﹤0.01%
2,347
-33,477
3056
$76.3K ﹤0.01%
+15,000
3057
$76.3K ﹤0.01%
2,600
3058
$75.8K ﹤0.01%
1,902
+1,412
3059
$75.1K ﹤0.01%
3,000
3060
$74.9K ﹤0.01%
13,622
-12,835
3061
$74.8K ﹤0.01%
975
+627
3062
$73.4K ﹤0.01%
+33,518
3063
$73.3K ﹤0.01%
10,242
-10,730
3064
$73.3K ﹤0.01%
15,322
+3,492
3065
$73.2K ﹤0.01%
74,627
3066
$72.8K ﹤0.01%
1,400
3067
$72.5K ﹤0.01%
3,010
+2,724
3068
$72.2K ﹤0.01%
1,785
3069
$72.2K ﹤0.01%
13,450
-6,433
3070
$71.9K ﹤0.01%
+3,169
3071
$71.6K ﹤0.01%
+10,656
3072
$71K ﹤0.01%
+1,942
3073
$70.8K ﹤0.01%
30,776
-18,142
3074
$70.7K ﹤0.01%
+2,250
3075
$70.2K ﹤0.01%
+49,391