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
$215B
AUM Growth
-$116B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,934
New
Increased
Reduced
Closed

Top Buys

1 +$1.92B
2 +$1.56B
3 +$970M
4
FLUT icon
Flutter Entertainment
FLUT
+$958M
5
CRWD icon
CrowdStrike
CRWD
+$866M

Top Sells

1 +$2.61B
2 +$737M
3 +$639M
4
RY icon
Royal Bank of Canada
RY
+$589M
5
BNS icon
Scotiabank
BNS
+$495M

Sector Composition

1 Financials 22.78%
2 Technology 20.68%
3 Communication Services 8.12%
4 Industrials 7%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$90.3M 0.04%
780,980
+123,077
302
$90.2M 0.04%
1,007,675
+61,218
303
$89.8M 0.04%
733,694
-382,626
304
$89.5M 0.04%
2,430,069
+1,782,743
305
$89.3M 0.04%
1,094,879
-34,141
306
$89.1M 0.04%
284,410
+4,005
307
$88.7M 0.04%
732,344
-72,685
308
$88.5M 0.04%
330,913
+17,062
309
$88.5M 0.04%
574,801
-135,614
310
$86.7M 0.04%
675,670
+62,856
311
$86.4M 0.04%
715,070
+66,434
312
$85.9M 0.04%
61,223
-14,369
313
$85.6M 0.04%
181,539
-4,100
314
$85.1M 0.04%
625,533
-284,014
315
$85M 0.04%
1,059,866
-67,053
316
$84.9M 0.04%
1,051,532
+171,609
317
$84.8M 0.04%
8,193,971
-669,563
318
$84.3M 0.04%
633,834
+7,126
319
$82.5M 0.04%
1,150,886
+127,592
320
$82.3M 0.04%
277,390
+22,227
321
$82.2M 0.04%
934,511
+15,989
322
$81.5M 0.04%
328,820
+152,260
323
$80.2M 0.04%
734,586
-604,715
324
$80M 0.04%
340,399
-20,340
325
$79.9M 0.04%
4,810,972
-372,300