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
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,029
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$911K
3 +$677K
4
CNQ icon
Canadian Natural Resources
CNQ
+$510K
5
COST icon
Costco
COST
+$357K

Top Sells

1 +$73M
2 +$62.1M
3 +$32.4M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$26.9M
5
MXCT icon
MaxCyte
MXCT
+$23.3M

Sector Composition

1 Financials 19.47%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-11,457
3702
-19,700
3703
-4,121
3704
-6,937
3705
-50,000
3706
-409,375
3707
-25,817
3708
-12,709
3709
-19,262
3710
-29,300
3711
-196,778
3712
-61,700
3713
-23,599
3714
-715
3715
-13,621
3716
-40,319
3717
-20,561
3718
-11,649
3719
-5,186
3720
-11,116
3721
-5,320
3722
-4,202
3723
-35,350
3724
-22,253
3725
-254,542