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
$208M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,046
New
Increased
Reduced
Closed

Top Buys

1 +$907K
2 +$890K
3 +$868K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$589K
5
BN icon
Brookfield
BN
+$479K

Top Sells

1 +$5.36M
2 +$3.78M
3 +$3.39M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
BABA icon
Alibaba
BABA
+$964K

Sector Composition

1 Communication Services 23.73%
2 Financials 17.39%
3 Consumer Discretionary 16.47%
4 Technology 11.56%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-76,261
3702
-3,272
3703
-200,000
3704
-5,970
3705
-65,945
3706
-5,917
3707
-511,195
3708
-400
3709
-46,200
3710
-509,282
3711
-550,000
3712
-9,577
3713
-9,829
3714
-27,703
3715
-9,472
3716
-38,788
3717
-249,200
3718
-2,891
3719
$0 ﹤0.01%
+19
3720
-14,632
3721
-43,500
3722
-70,099
3723
-69,634
3724
-22,799
3725
-5,291