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
$126B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$436M
3 +$324M
4
MSFT icon
Microsoft
MSFT
+$322M
5
V icon
Visa
V
+$264M

Top Sells

1 +$284M
2 +$182M
3 +$180M
4
BX icon
Blackstone
BX
+$150M
5
BABA icon
Alibaba
BABA
+$126M

Sector Composition

1 Financials 26.76%
2 Technology 11.92%
3 Energy 9.21%
4 Industrials 8.55%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$50.5M 0.04%
1,222,652
+1,127,434
377
$50.1M 0.04%
1,193,226
+702,459
378
$50M 0.04%
901,542
+18,900
379
$49.7M 0.04%
1,045,797
-547,488
380
$48.9M 0.04%
360,440
+230,182
381
$48.9M 0.04%
384,083
-529,269
382
$48.8M 0.04%
229,239
+41,601
383
$48.8M 0.04%
273,790
+1,454
384
$48.7M 0.04%
922,788
+340,791
385
$48.1M 0.04%
521,987
-191,915
386
$47.2M 0.04%
1,317,999
-49,819
387
$47M 0.04%
232,935
+18,758
388
$47M 0.04%
374,791
+97,175
389
$46.9M 0.04%
721,929
+19,008
390
$46.8M 0.04%
787,885
+229,934
391
$46.3M 0.03%
424,338
+78,548
392
$46.2M 0.03%
610,726
+54,241
393
$46.2M 0.03%
11,516,261
-562,832
394
$46.1M 0.03%
345,346
+157,552
395
$46M 0.03%
739,439
-1,256,418
396
$45.9M 0.03%
2,331,796
-1,277,832
397
$45.9M 0.03%
509,893
+273,730
398
$45.8M 0.03%
1,140,279
-861,604
399
$45.6M 0.03%
2,153,596
+207,034
400
$45.2M 0.03%
999,975
+110,829