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
$208M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,046
New
Increased
Reduced
Closed

Top Buys

1 +$907K
2 +$890K
3 +$868K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$589K
5
BN icon
Brookfield
BN
+$479K

Top Sells

1 +$5.36M
2 +$3.78M
3 +$3.39M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
BABA icon
Alibaba
BABA
+$964K

Sector Composition

1 Communication Services 23.73%
2 Financials 17.39%
3 Consumer Discretionary 16.47%
4 Technology 11.56%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$58 ﹤0.01%
+1,090
3102
$58 ﹤0.01%
44,653
-920
3103
$57 ﹤0.01%
1,640
-295
3104
$57 ﹤0.01%
14,318
+2,610
3105
$57 ﹤0.01%
+10,800
3106
$56 ﹤0.01%
10,447
-2,065
3107
$56 ﹤0.01%
700
3108
$56 ﹤0.01%
744
3109
$55 ﹤0.01%
621
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3110
$55 ﹤0.01%
+3,493
3111
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3112
$54 ﹤0.01%
629
3113
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-5,515
3114
$54 ﹤0.01%
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3115
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3116
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3117
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3119
$53 ﹤0.01%
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$53 ﹤0.01%
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3121
$53 ﹤0.01%
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3122
$52 ﹤0.01%
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3123
$51 ﹤0.01%
+2,111
3124
$51 ﹤0.01%
1,007
3125
$51 ﹤0.01%
3,010
-1,550