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
$135B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,650
New
Increased
Reduced
Closed

Top Buys

1 +$789M
2 +$641M
3 +$596M
4
MSFT icon
Microsoft
MSFT
+$585M
5
AMZN icon
Amazon
AMZN
+$523M

Sector Composition

1 Financials 24.6%
2 Technology 16%
3 Industrials 8.97%
4 Communication Services 8.68%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$97K ﹤0.01%
2,782
+1,945
3152
$97K ﹤0.01%
8,034
+2,770
3153
$96K ﹤0.01%
2,126
+1,467
3154
$96K ﹤0.01%
461
+278
3155
$95K ﹤0.01%
5,496
+3,296
3156
$95K ﹤0.01%
6,679
+2,315
3157
$95K ﹤0.01%
2,732
-1,036
3158
$95K ﹤0.01%
8,267
+4,729
3159
$95K ﹤0.01%
5,778
+3,394
3160
$94K ﹤0.01%
2,403
+2,381
3161
$94K ﹤0.01%
8,499
+4,999
3162
$94K ﹤0.01%
13,195
+8,548
3163
$94K ﹤0.01%
3,950
3164
$93K ﹤0.01%
+685
3165
$93K ﹤0.01%
1,973
+1,296
3166
$93K ﹤0.01%
1,092
+765
3167
$93K ﹤0.01%
7,266
+2,448
3168
$93K ﹤0.01%
4,462
+3,360
3169
$93K ﹤0.01%
7,349
+2,615
3170
$93K ﹤0.01%
17,124
+11,958
3171
$92K ﹤0.01%
6,260
+2,186
3172
$92K ﹤0.01%
4,604
+3,474
3173
$92K ﹤0.01%
2,633
+1,839
3174
$92K ﹤0.01%
6,178
+2,164
3175
$91K ﹤0.01%
2,367
+1,529