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
$71.8B
AUM Growth
+$8.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1 +$378M
2 +$215M
3 +$210M
4
MSFT icon
Microsoft
MSFT
+$200M
5
HAL icon
Halliburton
HAL
+$177M

Top Sells

1 +$336M
2 +$121M
3 +$118M
4
VLO icon
Valero Energy
VLO
+$92.4M
5
DDS icon
Dillards
DDS
+$89M

Sector Composition

1 Financials 30.38%
2 Energy 13.54%
3 Industrials 8.38%
4 Technology 7.59%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$5.43M 0.01%
68,852
+48,714
752
$5.39M 0.01%
210,156
-11,370
753
$5.38M 0.01%
154,246
+58,359
754
$5.38M 0.01%
48,639
+9,030
755
$5.38M 0.01%
89,556
-1,143
756
$5.35M 0.01%
119,999
+38,815
757
$5.3M 0.01%
50,571
-36,262
758
$5.29M 0.01%
230,425
+167,045
759
$5.28M 0.01%
225,026
+6,413
760
$5.24M 0.01%
71,755
-9,212
761
$5.2M 0.01%
631,695
+268,445
762
$5.17M 0.01%
164,015
+13,634
763
$5.05M 0.01%
475,101
+32,661
764
$5.02M 0.01%
113,509
+2,248
765
$4.98M 0.01%
167,577
-9,078
766
$4.96M 0.01%
284,631
-408
767
$4.95M 0.01%
137,253
-90,709
768
$4.93M 0.01%
56,550
-723
769
$4.87M 0.01%
86,686
+7,089
770
$4.83M 0.01%
208,418
-407
771
$4.81M 0.01%
18,832
-133
772
$4.8M 0.01%
57,764
-5,080
773
$4.78M 0.01%
187,060
-8,601
774
$4.78M 0.01%
145,207
+26,847
775
$4.78M 0.01%
76,889
-13,161