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
$81.3B
AUM Growth
-$44.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,485
New
Increased
Reduced
Closed

Top Buys

1 +$415M
2 +$160M
3 +$138M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.5M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$85.8M

Top Sells

1 +$1.21B
2 +$631M
3 +$630M
4
AAPL icon
Apple
AAPL
+$454M
5
MSFT icon
Microsoft
MSFT
+$309M

Sector Composition

1 Financials 25.33%
2 Technology 12.85%
3 Healthcare 9.11%
4 Industrials 8.89%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4201
-23
4202
-898
4203
-1,687
4204
-1,592
4205
-51,093
4206
-2,098
4207
-238,838
4208
-997
4209
-5,153
4210
-173
4211
-400
4212
-1,617
4213
-547
4214
-6,345
4215
-565
4216
-1,273
4217
-33
4218
-112
4219
-1,357
4220
-108
4221
-5,359
4222
-143,300
4223
-22,906
4224
-1,872
4225
-803