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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$172M
3 +$164M
4
QSR icon
Restaurant Brands International
QSR
+$163M
5
INTC icon
Intel
INTC
+$160M

Top Sells

1 +$346M
2 +$242M
3 +$224M
4
MRK icon
Merck
MRK
+$223M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.33%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$17K ﹤0.01%
398
3102
$17K ﹤0.01%
741
-1,708
3103
$17K ﹤0.01%
2,000
3104
$17K ﹤0.01%
2,414
+1,414
3105
$17K ﹤0.01%
1,000
3106
$17K ﹤0.01%
+150
3107
$16K ﹤0.01%
+1,210
3108
$16K ﹤0.01%
998
3109
$16K ﹤0.01%
+394
3110
$16K ﹤0.01%
1,774
+813
3111
$16K ﹤0.01%
+800
3112
$16K ﹤0.01%
+680
3113
$16K ﹤0.01%
700
+538
3114
$16K ﹤0.01%
720
-2,337
3115
$16K ﹤0.01%
600
3116
$16K ﹤0.01%
280
3117
$16K ﹤0.01%
376
+126
3118
$16K ﹤0.01%
+1,400
3119
$16K ﹤0.01%
843
-13,218
3120
$16K ﹤0.01%
+1,000
3121
$16K ﹤0.01%
375
+130
3122
$16K ﹤0.01%
+1,879
3123
$16K ﹤0.01%
785
-26
3124
$16K ﹤0.01%
250
+150
3125
$16K ﹤0.01%
9,017
+7,017