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
$308B
AUM Growth
+$33.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,873
New
Increased
Reduced
Closed

Top Buys

1 +$8.4B
2 +$6.78B
3 +$2.67B
4
AAPL icon
Apple
AAPL
+$1.45B
5
MSFT icon
Microsoft
MSFT
+$929M

Top Sells

1 +$1.35B
2 +$651M
3 +$567M
4
CNQ icon
Canadian Natural Resources
CNQ
+$499M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$462M

Sector Composition

1 Communication Services 25.57%
2 Consumer Discretionary 19.87%
3 Technology 14.68%
4 Financials 14.23%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$11.5M ﹤0.01%
231,545
+11,268
827
$11.5M ﹤0.01%
214,146
+61,201
828
$11.5M ﹤0.01%
119,748
+2,665
829
$11.4M ﹤0.01%
220,050
-9,416
830
$11.4M ﹤0.01%
267,204
+24,863
831
$11.3M ﹤0.01%
145,888
+106,188
832
$11.3M ﹤0.01%
223,389
-3,432
833
$11.3M ﹤0.01%
94,832
-63,158
834
$11.2M ﹤0.01%
90,977
-2,494
835
$11.2M ﹤0.01%
218,567
+80,966
836
$11.2M ﹤0.01%
+447,310
837
$11.2M ﹤0.01%
308,330
+73,691
838
$11.2M ﹤0.01%
143,632
+99,628
839
$11.1M ﹤0.01%
50,529
+3,531
840
$11.1M ﹤0.01%
105,415
+73,858
841
$11.1M ﹤0.01%
1,144,795
+319,293
842
$11.1M ﹤0.01%
469,798
-71,503
843
$11.1M ﹤0.01%
94,570
-284,939
844
$11M ﹤0.01%
46,076
+10,937
845
$11M ﹤0.01%
827,767
-47,842
846
$10.8M ﹤0.01%
249,844
+110,360
847
$10.8M ﹤0.01%
497,851
+38,109
848
$10.8M ﹤0.01%
258,701
-41,121
849
$10.7M ﹤0.01%
462,847
-1,453
850
$10.7M ﹤0.01%
184,782
-63,386