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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$44K ﹤0.01%
+917
3302
$44K ﹤0.01%
1,700
+1,387
3303
$44K ﹤0.01%
+1,565
3304
$44K ﹤0.01%
1,253
+523
3305
$44K ﹤0.01%
645
3306
$44K ﹤0.01%
2,978
+390
3307
$43K ﹤0.01%
5,960
+4,177
3308
$43K ﹤0.01%
2,146
3309
$43K ﹤0.01%
3,535
-9,507
3310
$43K ﹤0.01%
8,425
+1,769
3311
$43K ﹤0.01%
+1,247
3312
$43K ﹤0.01%
6,914
-22,225
3313
$43K ﹤0.01%
1,943
+1,942
3314
$43K ﹤0.01%
1,590
-110
3315
$43K ﹤0.01%
242
+77
3316
$43K ﹤0.01%
427
+400
3317
$43K ﹤0.01%
1,385
+835
3318
$43K ﹤0.01%
9,776
+7,544
3319
$43K ﹤0.01%
4,533
+3,905
3320
$42K ﹤0.01%
+3,715
3321
$42K ﹤0.01%
2,301
-14,159
3322
$42K ﹤0.01%
10,092
-92,408
3323
$42K ﹤0.01%
700
3324
$42K ﹤0.01%
30,132
+25,129
3325
$42K ﹤0.01%
872
-19