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
$193B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,112
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.2B
3 +$812M
4
ENB icon
Enbridge
ENB
+$695M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$635M

Top Sells

1 +$352M
2 +$144M
3 +$131M
4
SPLK
Splunk Inc
SPLK
+$130M
5
HGV icon
Hilton Grand Vacations
HGV
+$109M

Sector Composition

1 Financials 23.77%
2 Technology 16.96%
3 Communication Services 8.91%
4 Consumer Discretionary 8.52%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$79.6M 0.04%
446,279
-86,132
352
$79.5M 0.04%
766,970
+114,323
353
$79M 0.04%
192,594
+15,249
354
$78.8M 0.04%
305,293
+294,036
355
$78.6M 0.04%
298,771
+27,933
356
$78.5M 0.04%
1,251,852
-1,019,820
357
$78.4M 0.04%
428,650
+160,455
358
$78.1M 0.04%
1,464,689
-181,588
359
$77.8M 0.04%
1,426,609
+1,420,929
360
$77.8M 0.04%
143,166
+35,236
361
$77.6M 0.04%
812,468
+711,018
362
$77.4M 0.04%
240,381
+110,209
363
$77.4M 0.04%
317,049
+153,883
364
$76.3M 0.04%
2,947,894
+1,460,384
365
$76.2M 0.04%
930,461
-475,498
366
$76.2M 0.04%
400,185
+76,394
367
$75.9M 0.04%
548,232
-43,643
368
$75.8M 0.04%
303,086
+128,699
369
$75.4M 0.04%
1,242,506
+113,380
370
$74.9M 0.04%
352,784
+25,353
371
$74.8M 0.04%
1,729,423
+481,644
372
$74.1M 0.04%
2,102,092
+1,764,155
373
$73.8M 0.04%
968,147
+162,331
374
$73.7M 0.04%
392,209
+62,847
375
$73M 0.04%
1,362,085
+276,327