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
$82B
AUM Growth
+$6.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,250
New
Increased
Reduced
Closed

Top Buys

1 +$364M
2 +$198M
3 +$164M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$150M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$130M

Top Sells

1 +$295M
2 +$211M
3 +$149M
4
BIN
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
+$124M
5
DOX icon
Amdocs
DOX
+$118M

Sector Composition

1 Financials 26.49%
2 Energy 11.32%
3 Communication Services 9.06%
4 Industrials 8.27%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$310M 0.35%
12,734,826
+835,719
52
$297M 0.34%
9,086,208
+1,790,559
53
$290M 0.33%
20,958,227
+271,047
54
$288M 0.33%
5,368,782
-615,846
55
$287M 0.33%
16,003,683
+926,896
56
$287M 0.33%
1,904,264
+92,037
57
$285M 0.33%
2,721,469
+442,511
58
$284M 0.33%
3,592,820
+1,216,937
59
$274M 0.31%
3,028,680
-16,811
60
$273M 0.31%
5,920,342
+143,626
61
$269M 0.31%
20,268,596
+7,026,197
62
$262M 0.3%
3,534,648
+104,360
63
$262M 0.3%
3,737,642
-627,681
64
$258M 0.3%
8,797,218
+1,521,412
65
$257M 0.29%
8,618,216
+759,163
66
$256M 0.29%
1,769,326
+1,038,890
67
$255M 0.29%
15,718,392
+50,142
68
$255M 0.29%
5,608,345
+2,342,105
69
$251M 0.29%
4,557,663
+2,074,545
70
$248M 0.28%
12,978,736
+1,279,451
71
$246M 0.28%
6,278,450
+667,069
72
$239M 0.27%
5,735,206
+96,722
73
$237M 0.27%
2,636,819
-35,535
74
$235M 0.27%
6,393,752
-57,031
75
$228M 0.26%
1,082,286
+2,182