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
$109B
AUM Growth
-$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,098
New
Increased
Reduced
Closed

Top Buys

1 +$848M
2 +$529M
3 +$435M
4
NFLX icon
Netflix
NFLX
+$339M
5
AMZN icon
Amazon
AMZN
+$294M

Top Sells

1 +$600M
2 +$434M
3 +$368M
4
AGU
Agrium
AGU
+$329M
5
AABA
Altaba Inc
AABA
+$252M

Sector Composition

1 Financials 27.36%
2 Technology 10.5%
3 Energy 9.09%
4 Communication Services 8.8%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$44.7M 0.04%
5,046,385
+264,741
377
$44.5M 0.04%
6,687,320
+613,095
378
$44.5M 0.04%
275,815
-200,055
379
$43.8M 0.04%
1,050,381
-14,954
380
$43.4M 0.04%
1,311,140
+509,420
381
$43.3M 0.04%
556,039
-19,749
382
$43.1M 0.04%
930,989
-1,143,229
383
$42.9M 0.04%
1,257,113
+677,658
384
$42.6M 0.04%
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+33,607
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$42.4M 0.04%
4,747,116
-22,476
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688,400
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387
$42M 0.04%
220,473
+71,425
388
$41.8M 0.04%
418,387
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389
$41.5M 0.04%
1,401,610
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390
$41.1M 0.04%
484,674
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391
$40.9M 0.04%
1,114,014
+142,046
392
$40.8M 0.04%
651,451
-24,348
393
$40.8M 0.04%
876,555
+168,831
394
$40.6M 0.04%
473,596
+338,339
395
$40.1M 0.04%
2,214,800
+808,100
396
$40M 0.04%
1,134,105
+129,173
397
$39.9M 0.04%
375,408
-19,969
398
$39.8M 0.04%
531,093
+23,690
399
$39.5M 0.04%
362,047
+85,662
400
$39M 0.03%
284,820
+21,372