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
$176B
AUM Growth
-$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,860
New
Increased
Reduced
Closed

Top Buys

1 +$498M
2 +$392M
3 +$252M
4
ADBE icon
Adobe
ADBE
+$225M
5
BA icon
Boeing
BA
+$199M

Top Sells

1 +$3.24B
2 +$1.69B
3 +$680M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$647M
5
V icon
Visa
V
+$573M

Sector Composition

1 Financials 23.35%
2 Technology 19.16%
3 Communication Services 9.23%
4 Industrials 8.06%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$14M 0.01%
300,751
-75,201
802
$13.9M 0.01%
290,566
-131,804
803
$13.8M 0.01%
86,275
+17,641
804
$13.7M 0.01%
208,627
-2,033
805
$13.7M 0.01%
249,200
-10,422
806
$13.6M 0.01%
183,912
-130,797
807
$13.6M 0.01%
325,300
+9,100
808
$13.5M 0.01%
305,358
-102,328
809
$13.5M 0.01%
605,950
+569,123
810
$13.5M 0.01%
117,095
-24,639
811
$13.4M 0.01%
1,650,098
+259,131
812
$13.4M 0.01%
+400,052
813
$13.4M 0.01%
286,595
-56,998
814
$13.4M 0.01%
168,201
-140,161
815
$13.3M 0.01%
613,782
+590,372
816
$13.3M 0.01%
128,620
-2,560
817
$13.2M 0.01%
109,932
-91,867
818
$13.2M 0.01%
466,829
+37,687
819
$13.1M 0.01%
54,785
-17,621
820
$13.1M 0.01%
998,036
-145,332
821
$13.1M 0.01%
1,187,311
-6,978,004
822
$13.1M 0.01%
230,505
+939
823
$13.1M 0.01%
283,171
+264,859
824
$13M 0.01%
166,465
+7,332
825
$13M 0.01%
845,194
+159,414