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
326
$47.8M 0.04%
781,550
-115,397
327
$47.2M 0.04%
164,015
-65,034
328
$46.9M 0.04%
1,304,505
-26,439
329
$46.9M 0.04%
416,805
+57,103
330
$46.8M 0.04%
219,028
-11,620
331
$46.6M 0.04%
12,294,536
+227,590
332
$46.5M 0.04%
203,895
-8,722
333
$46.4M 0.04%
525,006
-40,987
334
$46.3M 0.04%
132,993
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335
$46M 0.04%
219,140
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336
$45.9M 0.04%
2,975,816
-41,782
337
$45.9M 0.04%
85,252
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338
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278,772
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340
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555,306
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$44.9M 0.04%
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342
$44.3M 0.04%
418,699
+382,220
343
$44.1M 0.04%
477,700
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344
$44.1M 0.04%
447,874
-19,428
345
$43.7M 0.04%
286,611
+67,782
346
$43.7M 0.04%
3,143,531
-418,359
347
$43.5M 0.04%
2,020,991
-328,187
348
$43.2M 0.04%
1,518,375
+310,475
349
$43M 0.04%
784,539
+102,255
350
$43M 0.04%
1,139,750
-278,292