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
$110B
AUM Growth
+$7.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,511
New
Increased
Reduced
Closed

Top Buys

1 +$621M
2 +$280M
3 +$263M
4
BA icon
Boeing
BA
+$233M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

1 +$761M
2 +$408M
3 +$314M
4
NTR icon
Nutrien
NTR
+$193M
5
IAU icon
iShares Gold Trust
IAU
+$185M

Sector Composition

1 Financials 25.31%
2 Technology 15.35%
3 Industrials 9.39%
4 Communication Services 8.88%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$25K ﹤0.01%
1,200
3327
$25K ﹤0.01%
+135
3328
$25K ﹤0.01%
987
-239
3329
$25K ﹤0.01%
+753
3330
$25K ﹤0.01%
3,536
-1,528
3331
$25K ﹤0.01%
6,649
-865
3332
$25K ﹤0.01%
2,704
+1,112
3333
$25K ﹤0.01%
9,027
+1,794
3334
$25K ﹤0.01%
4,918
-3,600
3335
$25K ﹤0.01%
2,482
+406
3336
$25K ﹤0.01%
1,700
-1,231
3337
$25K ﹤0.01%
3,772
-1,282
3338
$25K ﹤0.01%
+36
3339
$25K ﹤0.01%
485
+57
3340
$25K ﹤0.01%
1,611
+900
3341
$25K ﹤0.01%
2,730
-2,680
3342
$25K ﹤0.01%
1,240
-790
3343
$25K ﹤0.01%
422
-302
3344
$25K ﹤0.01%
1,494
-904
3345
$24K ﹤0.01%
9,149
-2,977
3346
$24K ﹤0.01%
3,159
-1,493
3347
$24K ﹤0.01%
720
+70
3348
$24K ﹤0.01%
2,087
-867
3349
$24K ﹤0.01%
1,190
-1,136
3350
$24K ﹤0.01%
327
-240