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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$172M
3 +$164M
4
QSR icon
Restaurant Brands International
QSR
+$163M
5
INTC icon
Intel
INTC
+$160M

Top Sells

1 +$346M
2 +$242M
3 +$224M
4
MRK icon
Merck
MRK
+$223M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.33%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3376
$6K ﹤0.01%
103
-369
3377
$6K ﹤0.01%
318
3378
$6K ﹤0.01%
240
3379
$6K ﹤0.01%
500
3380
$6K ﹤0.01%
139
3381
$6K ﹤0.01%
200
3382
$6K ﹤0.01%
300
3383
$6K ﹤0.01%
225
3384
$6K ﹤0.01%
2,133
3385
$6K ﹤0.01%
126
-211
3386
$6K ﹤0.01%
400
3387
$6K ﹤0.01%
578
3388
$6K ﹤0.01%
26,000
+10,000
3389
$6K ﹤0.01%
+429
3390
$6K ﹤0.01%
3,200
3391
$6K ﹤0.01%
398
3392
$5K ﹤0.01%
+540
3393
$5K ﹤0.01%
256
+5
3394
$5K ﹤0.01%
115
3395
$5K ﹤0.01%
200
3396
$5K ﹤0.01%
140
3397
$5K ﹤0.01%
225
3398
$5K ﹤0.01%
1,313
+309
3399
$5K ﹤0.01%
200
-400
3400
$5K ﹤0.01%
200