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
$205B
AUM Growth
+$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,833
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$502M
3 +$460M
4
ENB icon
Enbridge
ENB
+$343M
5
DIS icon
Walt Disney
DIS
+$319M

Top Sells

1 +$661M
2 +$460M
3 +$379M
4
AMD icon
Advanced Micro Devices
AMD
+$362M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$324M

Sector Composition

1 Financials 25.45%
2 Technology 16.97%
3 Communication Services 8.55%
4 Industrials 8.1%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$104M 0.05%
1,728,947
+575,456
302
$104M 0.05%
1,569,654
+280,449
303
$104M 0.05%
1,287,683
-410,238
304
$104M 0.05%
746,758
+429,498
305
$104M 0.05%
2,377,234
+42,097
306
$103M 0.05%
1,725,055
-3,793,490
307
$102M 0.05%
1,155,803
+104,345
308
$102M 0.05%
826,986
+110,063
309
$102M 0.05%
440,495
+9,512
310
$101M 0.05%
294,245
-18,385
311
$101M 0.05%
1,648,651
+213,347
312
$101M 0.05%
165,029
+21,863
313
$100M 0.05%
1,115,696
+25,186
314
$100M 0.05%
2,166,583
+106,053
315
$99.7M 0.05%
460,337
+2,835
316
$99.3M 0.05%
1,553,723
+72,710
317
$98.2M 0.04%
456,710
+16,200
318
$98.2M 0.04%
2,603,590
+634,282
319
$97.4M 0.04%
1,185,555
-47,060
320
$97.4M 0.04%
362,630
+9,846
321
$97.2M 0.04%
159,235
+31,248
322
$96.9M 0.04%
402,713
+97,420
323
$96.7M 0.04%
268,994
-59,456
324
$96.7M 0.04%
1,834,197
+958,597
325
$96.3M 0.04%
2,594,050
+529,850