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
$274B
AUM Growth
+$36.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,983
New
Increased
Reduced
Closed

Top Buys

1 +$17.3B
2 +$9.38B
3 +$3.02B
4
TSLA icon
Tesla
TSLA
+$1.33B
5
BNS icon
Scotiabank
BNS
+$757M

Top Sells

1 +$462M
2 +$328M
3 +$290M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$274M
5
MA icon
Mastercard
MA
+$245M

Sector Composition

1 Communication Services 26.76%
2 Consumer Discretionary 18.74%
3 Financials 14.81%
4 Technology 13.17%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$59.3M 0.02%
658,357
+13,396
327
$59.2M 0.02%
1,150,564
+346,146
328
$58.8M 0.02%
122,005
+4,810
329
$58.7M 0.02%
550,255
+82,057
330
$58.7M 0.02%
287,313
-22,069
331
$58.6M 0.02%
298,744
+82,818
332
$58.6M 0.02%
614,235
+149,848
333
$58.6M 0.02%
1,288,926
+73,509
334
$57.6M 0.02%
981,485
-155,549
335
$56.8M 0.02%
250,160
+24,724
336
$56.8M 0.02%
227,883
-32,690
337
$56.3M 0.02%
692,931
-234,077
338
$56.1M 0.02%
811,597
+415,352
339
$56M 0.02%
3,092,699
-315,095
340
$55.6M 0.02%
418,812
+110,694
341
$54.6M 0.02%
156,446
-21,729
342
$54.4M 0.02%
464,440
+57,533
343
$54.3M 0.02%
445,123
+222,773
344
$54.2M 0.02%
1,682,080
+28,366
345
$54.2M 0.02%
263,967
-8,562
346
$54M 0.02%
941,220
-15,191
347
$53.8M 0.02%
532,633
+265,091
348
$53.7M 0.02%
67,628
-491
349
$53.7M 0.02%
5,386,680
+1,524,275
350
$53.5M 0.02%
568,264
-26,212