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
3826
-59,798
3827
-19,755
3828
-100
3829
-3,900
3830
-41,304
3831
-169,806
3832
-95,051
3833
$0 ﹤0.01%
4
3834
-500
3835
$0 ﹤0.01%
5
-11,160
3836
-5,513
3837
-217,697
3838
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3839
-7,962
3840
-17,903
3841
-58,920
3842
-8,807
3843
-33,018
3844
-242
3845
-86,432
3846
-17,700
3847
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3848
-5,583
3849
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3850
-3,933