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 12.83%
3 Healthcare 9.11%
4 Industrials 8.91%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4401
-10,440
4402
-3,962
4403
-2,773
4404
-1,621
4405
-651
4406
-945
4407
-1,013
4408
-47,186
4409
-80
4410
-439
4411
-1,957
4412
-4,432
4413
-137,800
4414
-219
4415
-321
4416
-7,045
4417
-540
4418
-149
4419
-2,122
4420
-389
4421
-6,291
4422
-100
4423
-143
4424
-157
4425
-10,533