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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$172M
3 +$164M
4
QSR icon
Restaurant Brands International
QSR
+$163M
5
INTC icon
Intel
INTC
+$160M

Top Sells

1 +$346M
2 +$242M
3 +$224M
4
MRK icon
Merck
MRK
+$223M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.33%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$313M 0.36%
5,560,503
-417,733
52
$305M 0.35%
14,054,571
-1,434,827
53
$304M 0.35%
2,556,790
-933,072
54
$301M 0.35%
6,795,985
-2,010,372
55
$301M 0.35%
15,956,302
+4,441,506
56
$299M 0.35%
7,326,849
+74,524
57
$299M 0.35%
2,760,605
-1,526,395
58
$298M 0.34%
1,862,695
+328,433
59
$290M 0.34%
2,452,707
+322,988
60
$290M 0.34%
15,987,528
-639,388
61
$286M 0.33%
5,552,143
+1,534,763
62
$281M 0.33%
8,879,510
-1,038,466
63
$277M 0.32%
1,721,779
-136,473
64
$274M 0.32%
2,608,223
-103,924
65
$270M 0.31%
1,868,133
+506,990
66
$264M 0.31%
3,227,485
+1,098,448
67
$261M 0.3%
14,029,400
+937,240
68
$259M 0.3%
7,989,123
-19,629
69
$258M 0.3%
5,037,230
-413,328
70
$257M 0.3%
1,236,031
-50,750
71
$254M 0.29%
2,888,822
+717,027
72
$248M 0.29%
1,498,427
+1,040,138
73
$244M 0.28%
4,104,933
+68,367
74
$242M 0.28%
8,831,640
+255,840
75
$241M 0.28%
+2,840,150