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
$193B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,112
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.2B
3 +$812M
4
ENB icon
Enbridge
ENB
+$695M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$635M

Top Sells

1 +$352M
2 +$144M
3 +$131M
4
SPLK
Splunk Inc
SPLK
+$130M
5
HGV icon
Hilton Grand Vacations
HGV
+$109M

Sector Composition

1 Financials 23.77%
2 Technology 16.96%
3 Communication Services 8.91%
4 Consumer Discretionary 8.52%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$44M 0.02%
224,320
+220,281
527
$43.9M 0.02%
113,267
+96,363
528
$43.8M 0.02%
719,600
+606,035
529
$43.8M 0.02%
1,096,153
+456,737
530
$43.7M 0.02%
690,996
+88,160
531
$43.7M 0.02%
176,989
+32,502
532
$43.4M 0.02%
173,884
+29,833
533
$43.3M 0.02%
1,304,856
+56,438
534
$43.1M 0.02%
329,805
+63,876
535
$42.9M 0.02%
9,434,417
-6,454,637
536
$42.7M 0.02%
272,777
+54,174
537
$42.4M 0.02%
924,627
+366,711
538
$42.4M 0.02%
369,328
+124,713
539
$42.1M 0.02%
506,586
+262,591
540
$41.8M 0.02%
1,847,862
-15,191
541
$41.6M 0.02%
101,242
+49,408
542
$41.6M 0.02%
362,117
+177,159
543
$41.4M 0.02%
64,007
+35,943
544
$41.3M 0.02%
310,074
+52,671
545
$41.1M 0.02%
206,714
+9,211
546
$41M 0.02%
172,435
+50,557
547
$41M 0.02%
3,724,995
+64,890
548
$41M 0.02%
567,919
+123,385
549
$40.7M 0.02%
796,594
+201,785
550
$40.6M 0.02%
2,263,311
+511,493