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
3851
$24K ﹤0.01%
118
+59
3852
$24K ﹤0.01%
902
+633
3853
$24K ﹤0.01%
377
+249
3854
$24K ﹤0.01%
600
3855
$24K ﹤0.01%
2,656
+2,217
3856
$24K ﹤0.01%
120
-15,080
3857
$24K ﹤0.01%
700
3858
$24K ﹤0.01%
3,439
+2,412
3859
$24K ﹤0.01%
901
+584
3860
$24K ﹤0.01%
2,976
+1,817
3861
$24K ﹤0.01%
2,239
+1,577
3862
$24K ﹤0.01%
1,408
+988
3863
$24K ﹤0.01%
1,847
+1,291
3864
$24K ﹤0.01%
2,026
+1,421
3865
$24K ﹤0.01%
5,070
+3,539
3866
$24K ﹤0.01%
35,097
-5,452
3867
$23K ﹤0.01%
1,583
+1,096
3868
$23K ﹤0.01%
867
+607
3869
$23K ﹤0.01%
1,037
+744
3870
$23K ﹤0.01%
1,054
+741
3871
$23K ﹤0.01%
1,490
+963
3872
$23K ﹤0.01%
244
3873
$23K ﹤0.01%
1,489
+1,036
3874
0
3875
$23K ﹤0.01%
4,260
+3,008