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
526
$28.1M 0.02%
1,165,663
+233,682
527
$28M 0.02%
374,530
-169,804
528
$27.9M 0.02%
1,886,324
+67,876
529
$27.9M 0.02%
627,466
-13,275
530
$27.9M 0.02%
290,320
+17,394
531
$27.3M 0.02%
148,894
+45,694
532
$27.3M 0.02%
67,519
+30,343
533
$27.1M 0.02%
869,279
-100
534
$27.1M 0.02%
269,522
-750,379
535
$27.1M 0.02%
272,215
+52,892
536
$27M 0.02%
3,027,477
-1,253,776
537
$26.9M 0.02%
229,598
+43,513
538
$26.9M 0.02%
43,888
+19,111
539
$26.8M 0.02%
151,318
+73,951
540
$26.8M 0.02%
328,390
+58,093
541
$26.8M 0.02%
117,148
-15,691
542
$26.8M 0.02%
424,962
+344,564
543
$26.7M 0.02%
721,204
+126,683
544
$26.5M 0.02%
213,672
-21,700
545
$26.3M 0.02%
128,887
+26,940
546
$26.2M 0.02%
318,803
-91,217
547
$26.1M 0.02%
693,200
+346,474
548
$26.1M 0.02%
150,405
-46,092
549
$26M 0.02%
6,530
+568
550
$26M 0.02%
592,600
+178,385