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
3401
-19,177
3402
-20,670
3403
-6,765
3404
-20,358
3405
-24,220
3406
-88
3407
-28,875
3408
-2,266
3409
-1,089
3410
-29,900
3411
-106,113
3412
-73,292
3413
-6,137
3414
-20,235
3415
-49,590
3416
-27,950
3417
-114,800
3418
-19,900
3419
-9,981
3420
-10,671
3421
-86,681
3422
-1,251
3423
-267,782
3424
-64,444
3425
-6,910