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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$20K ﹤0.01%
1,457
+1,159
3702
$20K ﹤0.01%
+845
3703
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2,183
+1,554
3704
$20K ﹤0.01%
3,251
-15,535
3705
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1,203
+894
3706
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1,256
+1,255
3707
$20K ﹤0.01%
869
3708
$20K ﹤0.01%
2,640
+2,638
3709
$20K ﹤0.01%
523
3710
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+1,090
3711
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+1,303
3712
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777
-14,227
3713
$20K ﹤0.01%
+687
3714
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750
3715
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+5,176
3716
$20K ﹤0.01%
378
+318
3717
$20K ﹤0.01%
49
+47
3718
$20K ﹤0.01%
+155
3719
$20K ﹤0.01%
+1,488
3720
$20K ﹤0.01%
+865
3721
$20K ﹤0.01%
838
-642
3722
$20K ﹤0.01%
+2,749
3723
$20K ﹤0.01%
+1,395
3724
$20K ﹤0.01%
4,907
+4,893
3725
$20K ﹤0.01%
+536