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
401
$45.2M 0.03%
514,325
+6,037
402
$45.1M 0.03%
503,403
-148,788
403
$45M 0.03%
2,985,300
-186,957
404
$45M 0.03%
4,360,785
+1,647,054
405
$44.9M 0.03%
314,034
-24,720
406
$44.8M 0.03%
526,101
-78,341
407
$44.4M 0.03%
484,887
-8,382
408
$44.2M 0.03%
158,167
+22,777
409
$44.2M 0.03%
296,024
-40,670
410
$43.7M 0.03%
412,114
+24,460
411
$43.7M 0.03%
859,121
+191,190
412
$43.6M 0.03%
639,312
+275,957
413
$43.3M 0.03%
600,424
+67,772
414
$43.1M 0.03%
685,988
-110,452
415
$42.9M 0.03%
1,619,736
+52,768
416
$42.9M 0.03%
1,337,285
-162,814
417
$42.7M 0.03%
1,037,000
+970,025
418
$42.5M 0.03%
2,069,431
+995,844
419
$42.1M 0.03%
289,909
+32,568
420
$41.9M 0.03%
1,029,717
-221,782
421
$41.8M 0.03%
544,664
-409,890
422
$41.8M 0.03%
376,743
-29,837
423
$41.4M 0.03%
253,284
+3,071
424
$41.2M 0.03%
268,365
+11,268
425
$41.2M 0.03%
8,688,197
-313,109