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
$135B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,650
New
Increased
Reduced
Closed

Top Buys

1 +$789M
2 +$641M
3 +$596M
4
MSFT icon
Microsoft
MSFT
+$585M
5
AMZN icon
Amazon
AMZN
+$523M

Sector Composition

1 Financials 24.6%
2 Technology 16%
3 Industrials 8.97%
4 Communication Services 8.68%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3826
$26K ﹤0.01%
2,233
+1,567
3827
$26K ﹤0.01%
3,410
+2,398
3828
$25K ﹤0.01%
89
+13
3829
$25K ﹤0.01%
+913
3830
$25K ﹤0.01%
+2,155
3831
$25K ﹤0.01%
+820
3832
$25K ﹤0.01%
3,395
+2,388
3833
$25K ﹤0.01%
5,988
+4,209
3834
$25K ﹤0.01%
800
3835
$25K ﹤0.01%
6,272
+3,948
3836
$25K ﹤0.01%
6,400
+4,484
3837
$25K ﹤0.01%
1,030
+714
3838
$25K ﹤0.01%
1,066
+751
3839
$25K ﹤0.01%
1,838
+1,269
3840
$25K ﹤0.01%
1,350
3841
$25K ﹤0.01%
3,804
+2,418
3842
$25K ﹤0.01%
20,070
+12,373
3843
$25K ﹤0.01%
91
-600
3844
$25K ﹤0.01%
1,404
+970
3845
$25K ﹤0.01%
8,337
+4,904
3846
$25K ﹤0.01%
1,853
+1,293
3847
$24K ﹤0.01%
+1,080
3848
$24K ﹤0.01%
2,208
+1,543
3849
$24K ﹤0.01%
658
-652
3850
$24K ﹤0.01%
79
+7