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
$108B
AUM Growth
+$10.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,538
New
Increased
Reduced
Closed

Top Buys

1 +$610M
2 +$396M
3 +$352M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$330M
5
AABA
Altaba Inc
AABA
+$313M

Top Sells

1 +$1.42B
2 +$883M
3 +$472M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$388M
5
MSFT icon
Microsoft
MSFT
+$273M

Sector Composition

1 Financials 26.59%
2 Technology 11.79%
3 Energy 10.1%
4 Communication Services 8.36%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$12.8M 0.01%
538,455
+114,886
702
$12.8M 0.01%
457,357
+237,549
703
$12.8M 0.01%
219,507
+5,323
704
$12.7M 0.01%
444,056
+5,118
705
$12.7M 0.01%
204,122
-18,784
706
$12.6M 0.01%
134,536
+46,893
707
$12.6M 0.01%
969,852
+48,720
708
$12.6M 0.01%
251,708
-2,773
709
$12.6M 0.01%
88,770
+4,379
710
$12.6M 0.01%
+1,250,000
711
$12.6M 0.01%
170,496
+41,785
712
$12.5M 0.01%
117,135
+56,810
713
$12.5M 0.01%
81,113
+28,933
714
$12.5M 0.01%
456,566
+10,998
715
$12.4M 0.01%
429,852
-237
716
$12.4M 0.01%
109,334
-11,911
717
$12.3M 0.01%
401,556
-35,967
718
$12.3M 0.01%
345,648
+21,510
719
$12.3M 0.01%
1,198,600
720
$12.2M 0.01%
143,778
-38,224
721
$12.2M 0.01%
631,237
+64,854
722
$12.2M 0.01%
1,195,774
723
$12.1M 0.01%
352,455
+35,655
724
$12.1M 0.01%
207,625
-32,024
725
$12M 0.01%
1,191,232
+9,624