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
26
$872M 0.66%
17,104,490
-124,900
27
$852M 0.64%
24,199,701
+1,056,799
28
$851M 0.64%
20,500,083
+908,940
29
$837M 0.63%
4,077,315
+1,116,025
30
$824M 0.62%
9,075,593
-133,439
31
$811M 0.61%
5,562,725
-549,613
32
$765M 0.57%
8,814,052
+1,647,161
33
$737M 0.55%
19,897,649
+989,165
34
$690M 0.52%
15,145,069
+99,352
35
$683M 0.51%
11,408,987
+205,908
36
$646M 0.49%
13,482,918
+519,780
37
$646M 0.49%
3,038,229
+2,051,341
38
$645M 0.48%
16,272,507
+527,631
39
$638M 0.48%
10,007,936
+1,192,219
40
$636M 0.48%
6,159,534
-1,054,517
41
$612M 0.46%
13,615,781
-696,935
42
$595M 0.45%
16,004,301
-641,928
43
$589M 0.44%
7,040,650
+48,701
44
$588M 0.44%
45,836,090
+736,726
45
$581M 0.44%
29,982,962
-969,266
46
$564M 0.42%
39,878,859
+105,847
47
$552M 0.41%
10,259,945
-954,513
48
$547M 0.41%
4,381,577
+1,017,311
49
$542M 0.41%
2,483,382
+389,017
50
$540M 0.41%
11,257,917
-1,180,685