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
3751
-160,000
3752
-88,600
3753
-965,000
3754
-179,427
3755
-1,377,100
3756
-25,647
3757
-97,110
3758
-2,390
3759
-4,477
3760
-150,000
3761
-3,333
3762
-598,362
3763
-86,900
3764
-3,333
3765
-264,500
3766
-400
3767
-79,465
3768
-81,823
3769
-63,519
3770
-36,503
3771
-150,480
3772
-1,740
3773
-2,157
3774
-129,910
3775
-9,719