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
$135B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,650
New
Increased
Reduced
Closed

Top Buys

1 +$789M
2 +$641M
3 +$596M
4
MSFT icon
Microsoft
MSFT
+$585M
5
AMZN icon
Amazon
AMZN
+$523M

Sector Composition

1 Financials 24.6%
2 Technology 16%
3 Industrials 8.97%
4 Communication Services 8.68%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$34.6M 0.02%
305,542
+117,018
477
$34.6M 0.02%
2,063,474
-74,529
478
$34.5M 0.02%
743,112
+304,540
479
$34.4M 0.02%
301,488
+62,749
480
$34.3M 0.02%
277,506
+159,535
481
$34M 0.02%
196,351
-89,803
482
$33.9M 0.02%
821,517
-125,418
483
$33.7M 0.02%
568,338
-229,409
484
$33.6M 0.02%
+3,684,646
485
$33.5M 0.02%
359,171
+90,695
486
$33.1M 0.02%
797,802
487
$32.8M 0.02%
84,055
+68,901
488
$32.7M 0.02%
587,308
+352,522
489
$32.7M 0.02%
435,393
+43,103
490
$32.5M 0.02%
59,834
+1,993
491
$32.3M 0.02%
282,123
-112,453
492
$32.1M 0.02%
480,610
-367,065
493
$32.1M 0.02%
1,491,713
+402,239
494
$31.9M 0.02%
641,494
-195,195
495
$31.8M 0.02%
563,669
+201,515
496
$31.4M 0.02%
289,030
+11,755
497
$31.4M 0.02%
1,162,833
+31,125
498
$31.4M 0.02%
535,099
-140,210
499
$31.4M 0.02%
1,697,826
+1,059,878
500
$31.2M 0.02%
+552,940