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
$118B
AUM Growth
+$8.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,605
New
Increased
Reduced
Closed

Top Buys

1 +$614M
2 +$320M
3 +$305M
4
RY icon
Royal Bank of Canada
RY
+$297M
5
CMCSA icon
Comcast
CMCSA
+$244M

Top Sells

1 +$1.43B
2 +$604M
3 +$345M
4
BA icon
Boeing
BA
+$178M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$162M

Sector Composition

1 Financials 26.42%
2 Technology 11.12%
3 Energy 9.09%
4 Communication Services 8.67%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$26.1M 0.02%
1,408,396
-75,677
527
$25.9M 0.02%
164,601
+46,629
528
$25.7M 0.02%
634,507
+145,066
529
$25.7M 0.02%
341,210
-32,600
530
$25.6M 0.02%
410,909
-72,151
531
$25.5M 0.02%
687,317
+20,359
532
$25.5M 0.02%
411,431
-29,967
533
$25.4M 0.02%
371,120
-431,792
534
$25.2M 0.02%
494,612
-222,387
535
$25.1M 0.02%
1,072,935
+889,967
536
$25.1M 0.02%
271,699
+55,866
537
$25M 0.02%
348,359
-3,836
538
$24.9M 0.02%
541,746
+33,487
539
$24.9M 0.02%
502,912
+13,356
540
$24.9M 0.02%
136,616
+6,637
541
$24.7M 0.02%
642,418
+74,861
542
$24.7M 0.02%
868,930
+242,145
543
$24.6M 0.02%
717,248
-192,024
544
$24.6M 0.02%
1,209,934
+201,097
545
$24.5M 0.02%
157,107
-88,015
546
$24.5M 0.02%
173,792
+28,535
547
$24.1M 0.02%
695,090
+226,407
548
$24M 0.02%
664,908
+8,482
549
$24M 0.02%
336,718
-7,778
550
$23.9M 0.02%
192,435
-55,550