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
$118B
AUM Growth
+$8.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,605
New
Increased
Reduced
Closed

Top Buys

1 +$614M
2 +$320M
3 +$305M
4
RY icon
Royal Bank of Canada
RY
+$297M
5
CMCSA icon
Comcast
CMCSA
+$244M

Top Sells

1 +$1.43B
2 +$604M
3 +$345M
4
BA icon
Boeing
BA
+$178M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$162M

Sector Composition

1 Financials 26.42%
2 Technology 11.12%
3 Energy 9.09%
4 Communication Services 8.67%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$50M 0.04%
1,130,858
-456,501
352
$49.9M 0.04%
655,480
+128,594
353
$49.9M 0.04%
646,749
-468,143
354
$49.8M 0.04%
902,822
+329,892
355
$49.6M 0.04%
3,270,880
-1,462,590
356
$49.5M 0.04%
445,093
+111,587
357
$49M 0.04%
1,634,387
-38,777
358
$48.9M 0.04%
1,007,395
-484,904
359
$48.9M 0.04%
1,521,702
+45,557
360
$48.6M 0.04%
1,216,700
+811,359
361
$48.3M 0.04%
307,791
+84,558
362
$48.1M 0.04%
662,622
+75,236
363
$48M 0.04%
260,872
-88,328
364
$47.9M 0.04%
538,399
+79,816
365
$46.7M 0.04%
130,865
-23,538
366
$46.6M 0.04%
926,535
+38,149
367
$46.5M 0.04%
76,303
+16,641
368
$46.5M 0.04%
186,115
+17,482
369
$46.1M 0.04%
861,999
+25,817
370
$46M 0.04%
452,045
+55,584
371
$45.7M 0.04%
116,743
-37,689
372
$45.4M 0.04%
342,231
+156,464
373
$45.3M 0.04%
16,788,739
-660,388
374
$45.1M 0.04%
2,481,620
+358,995
375
$45M 0.04%
575,840
-100,350