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
$126B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$436M
3 +$324M
4
MSFT icon
Microsoft
MSFT
+$322M
5
V icon
Visa
V
+$264M

Top Sells

1 +$284M
2 +$182M
3 +$180M
4
BX icon
Blackstone
BX
+$150M
5
BABA icon
Alibaba
BABA
+$126M

Sector Composition

1 Financials 26.76%
2 Technology 11.92%
3 Energy 9.21%
4 Industrials 8.55%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$69.8M 0.05%
138,849
+13,149
302
$69.7M 0.05%
2,384,115
+1,153,680
303
$69.6M 0.05%
504,306
+269,236
304
$69.4M 0.05%
733,459
-19,343
305
$69.3M 0.05%
3,987,538
-141,790
306
$68.9M 0.05%
2,071,679
+1,766,279
307
$68.9M 0.05%
3,909,944
+3,395,579
308
$68.2M 0.05%
450,974
-326,131
309
$68M 0.05%
1,996,786
-98,147
310
$67M 0.05%
750,964
+123,864
311
$66.9M 0.05%
225,526
-141,831
312
$66.8M 0.05%
577,135
-84,521
313
$65.9M 0.05%
569,939
-103,102
314
$65.7M 0.05%
3,827,502
+251,412
315
$65.4M 0.05%
330,281
+93,213
316
$65M 0.05%
897,955
-774,534
317
$64M 0.05%
1,188,299
+276,481
318
$63.8M 0.05%
698,677
+47,075
319
$63.5M 0.05%
2,870,600
+2,393,600
320
$63.5M 0.05%
475,417
+164,586
321
$63.1M 0.05%
3,402,488
-1,322,751
322
$63M 0.05%
393,512
+167,307
323
$62.6M 0.05%
1,219,790
-453,591
324
$62.4M 0.05%
2,313,150
+425,139
325
$62.2M 0.05%
949,926
+637,695