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
$110B
AUM Growth
+$7.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,511
New
Increased
Reduced
Closed

Top Buys

1 +$621M
2 +$280M
3 +$263M
4
BA icon
Boeing
BA
+$233M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

1 +$761M
2 +$408M
3 +$314M
4
NTR icon
Nutrien
NTR
+$193M
5
IAU icon
iShares Gold Trust
IAU
+$185M

Sector Composition

1 Financials 25.31%
2 Technology 15.35%
3 Industrials 9.39%
4 Communication Services 8.88%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$10.2M 0.01%
336,498
+235,142
777
$10.2M 0.01%
24,596
+3,110
778
$10.2M 0.01%
62,050
+3,992
779
$10.2M 0.01%
45,929
-131
780
$10.2M 0.01%
216,352
+9,631
781
$10.1M 0.01%
+34,377
782
$10.1M 0.01%
361,314
+58,792
783
$10.1M 0.01%
101,418
-45,304
784
$10.1M 0.01%
357,878
+5,450
785
$10.1M 0.01%
622,600
+29,732
786
$10M 0.01%
681,415
+16,010
787
$10M 0.01%
978,125
+182,777
788
$9.98M 0.01%
173,906
-125,758
789
$9.88M 0.01%
224,708
+5,928
790
$9.85M 0.01%
118,881
+12,296
791
$9.84M 0.01%
77,856
-2,123
792
$9.83M 0.01%
687,108
+230,832
793
$9.82M 0.01%
467,241
+17,425
794
$9.67M 0.01%
296,554
+66,414
795
$9.67M 0.01%
1,532,665
+1,496,011
796
$9.64M 0.01%
234,611
+45,315
797
$9.6M 0.01%
165,426
+120,272
798
$9.59M 0.01%
369,059
-72,193
799
$9.49M 0.01%
637,948
+52,483
800
$9.48M 0.01%
19,827
-3,533