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
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3976
$12K ﹤0.01%
+230
3977
$12K ﹤0.01%
400
-215,900
3978
$12K ﹤0.01%
404
+324
3979
$12K ﹤0.01%
192
3980
$12K ﹤0.01%
1,544
+1,394
3981
$12K ﹤0.01%
+1,430
3982
$12K ﹤0.01%
797
+666
3983
$12K ﹤0.01%
+2,257
3984
$12K ﹤0.01%
+516
3985
$12K ﹤0.01%
5,297
+972
3986
$12K ﹤0.01%
196
+178
3987
$12K ﹤0.01%
+1,405
3988
$12K ﹤0.01%
645
+570
3989
$12K ﹤0.01%
1,929
+985
3990
$12K ﹤0.01%
+769
3991
$12K ﹤0.01%
1,587
+1,480
3992
$12K ﹤0.01%
1,174
+424
3993
$12K ﹤0.01%
1,784
+1,776
3994
$12K ﹤0.01%
1,547
+1,296
3995
$12K ﹤0.01%
1,990
+1,986
3996
$12K ﹤0.01%
+2,593
3997
$12K ﹤0.01%
3,133
3998
$12K ﹤0.01%
2,279
-267
3999
$12K ﹤0.01%
+1,000
4000
$11K ﹤0.01%
+712