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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$542M
2 +$181M
3 +$159M
4
CTXS
Citrix Systems Inc
CTXS
+$158M
5
BA icon
Boeing
BA
+$145M

Top Sells

1 +$193M
2 +$166M
3 +$162M
4
TD icon
Toronto Dominion Bank
TD
+$150M
5
MHK icon
Mohawk Industries
MHK
+$149M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$13.2M 0.02%
152,331
-14,354
652
$13.2M 0.02%
622,545
+9,430
653
$13.1M 0.02%
548,045
+494,734
654
$13M 0.02%
2,970,709
-269,551
655
$13M 0.02%
281,909
+3,874
656
$13M 0.02%
590,222
+78,312
657
$13M 0.02%
81,375
+6,595
658
$12.9M 0.02%
162,032
+105,305
659
$12.9M 0.02%
279,616
+126,826
660
$12.8M 0.02%
558,126
+29,692
661
$12.8M 0.02%
913,475
-1,163,448
662
$12.8M 0.02%
226,396
-238,894
663
$12.7M 0.01%
2,014,300
-453,415
664
$12.7M 0.01%
1,912,100
+124,731
665
$12.7M 0.01%
167,307
+6,010
666
$12.7M 0.01%
115,133
+59,665
667
$12.6M 0.01%
1,410,356
+15,575
668
$12.6M 0.01%
183,111
+10,264
669
$12.5M 0.01%
709,388
-46,254
670
$12.5M 0.01%
257,210
-2,292
671
$12.4M 0.01%
147,073
-4,164
672
$12.4M 0.01%
285,485
-78,920
673
$12.3M 0.01%
748,493
-572,134
674
$12.2M 0.01%
322,033
-340,779
675
$12.2M 0.01%
526,159
-271,067