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
$212B
AUM Growth
+$212B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,977
New
Increased
Reduced
Closed

Top Buys

1 +$2.72B
2 +$441M
3 +$434M
4
BAM icon
Brookfield Asset Management
BAM
+$369M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$270M

Top Sells

1 +$2.58B
2 +$1.11B
3 +$580M
4
WCN icon
Waste Connections
WCN
+$448M
5
DIS icon
Walt Disney
DIS
+$417M

Sector Composition

1 Communication Services 24.02%
2 Financials 16.36%
3 Consumer Discretionary 16.06%
4 Technology 12.15%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$29.6M 0.01%
251,571
-105,848
502
$29.5M 0.01%
209,305
+120,967
503
$29.4M 0.01%
120,060
+11,409
504
$29.4M 0.01%
531,300
+386,178
505
$29.4M 0.01%
136,935
-25,357
506
$29.3M 0.01%
69,058
+45,162
507
$29.2M 0.01%
195,026
-35,104
508
$29.1M 0.01%
736,320
-46,123
509
$29.1M 0.01%
334,873
+138,995
510
$29M 0.01%
249,985
+45,995
511
$28.7M 0.01%
2,454,597
-418,968
512
$28.5M 0.01%
375,206
+191,497
513
$28.4M 0.01%
2,851,414
+769,410
514
$28.2M 0.01%
313,199
-76,753
515
$27.9M 0.01%
220,468
-56,773
516
$27.8M 0.01%
134,743
-20,841
517
$27.7M 0.01%
724,997
+92,068
518
$27.6M 0.01%
752,848
-30,394
519
$27.2M 0.01%
2,720,604
+753,397
520
$27.2M 0.01%
266,557
+11,459
521
$27.1M 0.01%
894,769
+120,883
522
$26.9M 0.01%
826,387
-653,964
523
$26.9M 0.01%
346,739
-35,577
524
$26.8M 0.01%
188,850
+57,965
525
$26.8M 0.01%
270,790
-103,414