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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$19.4M 0.02%
702,780
-161,390
602
$19.2M 0.02%
157,666
-2,245
603
$19.2M 0.02%
1,384,085
+485,023
604
$19.1M 0.02%
339,842
+37,678
605
$19M 0.02%
226,060
+38,512
606
$18.9M 0.02%
2,894,500
+1,131,000
607
$18.9M 0.02%
378,272
-34,018
608
$18.9M 0.02%
608,809
+13,138
609
$18.8M 0.02%
316,300
+50,188
610
$18.7M 0.02%
176,295
+114,434
611
$18.7M 0.02%
784,500
+65,548
612
$18.6M 0.02%
160,526
+152,363
613
$18.5M 0.02%
1,761,020
+843,485
614
$18.4M 0.02%
330,818
+27,188
615
$18.4M 0.02%
168,850
-2,907
616
$18.4M 0.02%
285,358
+123,196
617
$18.3M 0.02%
179,773
+1,343
618
$18.3M 0.02%
252,273
-38,387
619
$18.2M 0.02%
245,846
+249
620
$18.2M 0.02%
163,695
-1,163
621
$18.1M 0.02%
314,217
-12,627
622
$18.1M 0.02%
363,270
-169,689
623
$18.1M 0.02%
337,896
+21,258
624
$18.1M 0.02%
944,280
+649,100
625
$17.9M 0.02%
210,271
+4,115