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
$110B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,584
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$494M
3 +$222M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$202M
5
TSG
The Stars Group Inc.
TSG
+$188M

Top Sells

1 +$729M
2 +$361M
3 +$267M
4
NFLX icon
Netflix
NFLX
+$215M
5
HD icon
Home Depot
HD
+$201M

Sector Composition

1 Financials 25.84%
2 Technology 11.24%
3 Energy 9.79%
4 Communication Services 8.89%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$21.8M 0.02%
594,646
+22,067
552
$21.7M 0.02%
926,682
-168,500
553
$21.7M 0.02%
186,630
+27,323
554
$21.6M 0.02%
258,921
+34,021
555
$21.6M 0.02%
508,259
-223,664
556
$21.6M 0.02%
346,080
-18,806
557
$21.6M 0.02%
567,557
-47,030
558
$21.5M 0.02%
176,850
-2,676
559
$21.4M 0.02%
279,720
-31,199
560
$21.4M 0.02%
478,345
+15,427
561
$21.3M 0.02%
272,149
+34,487
562
$21.3M 0.02%
468,036
+5,786
563
$21.2M 0.02%
2,152,800
+1,327,800
564
$21.2M 0.02%
423,566
-8,576
565
$21.2M 0.02%
451,188
-119,649
566
$21.1M 0.02%
195,434
-142,863
567
$21.1M 0.02%
431,889
+192,878
568
$21.1M 0.02%
389,530
-154,536
569
$20.8M 0.02%
1,349,806
+610,342
570
$20.7M 0.02%
504,520
+20,239
571
$20.7M 0.02%
867,937
+372,339
572
$20.4M 0.02%
167,392
-70,309
573
$20.4M 0.02%
238,443
+8,001
574
$20.3M 0.02%
1,613,548
-418,358
575
$20.3M 0.02%
1,208,807
+22,402