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 11.9%
3 Energy 9.21%
4 Industrials 8.57%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4301
-6,817
4302
-918
4303
-4,454
4304
-21,828
4305
-8,773
4306
-6,670
4307
-191,414
4308
-8,932
4309
-4,095
4310
-6,098
4311
-2,054
4312
-1,046
4313
-10,632
4314
-10,506
4315
-600
4316
-1,003,088
4317
-5,467
4318
$0 ﹤0.01%
1
4319
-1,240
4320
-45,000
4321
-1
4322
-333
4323
$0 ﹤0.01%
5
4324
-90
4325
-136