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
$126B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$436M
3 +$324M
4
MSFT icon
Microsoft
MSFT
+$322M
5
V icon
Visa
V
+$264M

Top Sells

1 +$284M
2 +$182M
3 +$180M
4
BX icon
Blackstone
BX
+$150M
5
BABA icon
Alibaba
BABA
+$126M

Sector Composition

1 Financials 26.76%
2 Technology 11.92%
3 Energy 9.21%
4 Industrials 8.55%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$26.4M 0.02%
205,282
-282,540
552
$26.4M 0.02%
711,581
+231,169
553
$26.3M 0.02%
610,312
554
$26.2M 0.02%
334,333
-155,028
555
$26M 0.02%
539,038
-27,974
556
$25.9M 0.02%
431,402
+302,339
557
$25.7M 0.02%
443,837
+37,784
558
$25.6M 0.02%
878,743
+12,919
559
$25.6M 0.02%
1,264,862
+306,559
560
$25.5M 0.02%
289,613
-76,587
561
$25.3M 0.02%
66,775
+42,506
562
$25.2M 0.02%
802,967
-18,180
563
$25M 0.02%
189,344
-93,394
564
$24.8M 0.02%
366,650
+94,230
565
$24.7M 0.02%
+670,664
566
$24.7M 0.02%
1,003,498
+291,663
567
$24.6M 0.02%
463,528
+378,482
568
$24.5M 0.02%
209,217
-87,991
569
$24.5M 0.02%
287,594
+42,301
570
$24.4M 0.02%
697,735
+64,047
571
$24.4M 0.02%
510,744
+4,618
572
$24.4M 0.02%
43,484
+1,301
573
$24.3M 0.02%
443,438
+357,175
574
$24.1M 0.02%
1,075,202
+25,220
575
$23.8M 0.02%
1,588,712
+202,459