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
$88.7B
AUM Growth
+$4.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,964
New
Increased
Reduced
Closed

Top Buys

1 +$577M
2 +$427M
3 +$223M
4
MDLZ icon
Mondelez International
MDLZ
+$219M
5
AAPL icon
Apple
AAPL
+$154M

Top Sells

1 +$252M
2 +$200M
3 +$149M
4
NVDA icon
NVIDIA
NVDA
+$124M
5
DOV icon
Dover
DOV
+$99.9M

Sector Composition

1 Financials 28.11%
2 Energy 12.56%
3 Industrials 8.67%
4 Communication Services 8.42%
5 Technology 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$12.7M 0.01%
294,063
-20,599
677
$12.7M 0.01%
94,393
-5,358
678
$12.7M 0.01%
1,977,964
+1,017,300
679
$12.6M 0.01%
161,267
+51,636
680
$12.6M 0.01%
3,440,350
-399,175
681
$12.6M 0.01%
324,843
-251,019
682
$12.6M 0.01%
280,223
+29,640
683
$12.6M 0.01%
196,390
-29,985
684
$12.5M 0.01%
332,115
+4,351
685
$12.5M 0.01%
231,715
+31,491
686
$12.5M 0.01%
180,945
+44,425
687
$12.5M 0.01%
440,480
+24,503
688
$12.4M 0.01%
375,118
-262,581
689
$12.4M 0.01%
32,789
+1,395
690
$12.4M 0.01%
724,000
+319,000
691
$12.3M 0.01%
341,630
-6,749
692
$12.2M 0.01%
1,118,794
+25,327
693
$12.2M 0.01%
220,203
-837
694
$12.2M 0.01%
380,614
+5,773
695
$12.1M 0.01%
132,464
+21,538
696
$12.1M 0.01%
148,580
-24,476
697
$12M 0.01%
341,985
-239,426
698
$12M 0.01%
262,339
+49,893
699
$12M 0.01%
446,049
-38,117
700
$12M 0.01%
164,127
-101,369