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
$192B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,385
New
Increased
Reduced
Closed

Top Buys

1 +$3.24B
2 +$963M
3 +$668M
4
TRP icon
TC Energy
TRP
+$591M
5
TD icon
Toronto Dominion Bank
TD
+$523M

Top Sells

1 +$832M
2 +$733M
3 +$721M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$518M
5
AMZN icon
Amazon
AMZN
+$450M

Sector Composition

1 Financials 24.86%
2 Technology 18.84%
3 Communication Services 7.88%
4 Industrials 7.12%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$41.5M 0.02%
226,117
-82,839
452
$41.4M 0.02%
429,009
-29,780
453
$41.3M 0.02%
285,834
-96,549
454
$41.1M 0.02%
816,157
+725,849
455
$41.1M 0.02%
22,152
-16,142
456
$40.9M 0.02%
593,890
+276,492
457
$40.6M 0.02%
543,347
-124,228
458
$40.4M 0.02%
540,568
-59,445
459
$40.2M 0.02%
225,950
-23,469
460
$40.2M 0.02%
994,257
-262,724
461
$40.2M 0.02%
290,566
-17,871
462
$40.1M 0.02%
491,065
+21,266
463
$40.1M 0.02%
133,850
-31,560
464
$40M 0.02%
340,176
-85,854
465
$39.8M 0.02%
333,318
-285,441
466
$39.8M 0.02%
412,439
+57,647
467
$39.7M 0.02%
1,113,249
-42,809
468
$39.6M 0.02%
302,585
-44,091
469
$39M 0.02%
114,489
-2,488
470
$38.9M 0.02%
742,016
+26,125
471
$38.7M 0.02%
180,529
-17,404
472
$38.7M 0.02%
73,665
-23,040
473
$38.6M 0.02%
378,132
+183,158
474
$38.4M 0.02%
120,882
+16,308
475
$38.1M 0.02%
432,454
-9,849