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
$88.7B
AUM Growth
+$4.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,964
New
Increased
Reduced
Closed

Top Buys

1 +$577M
2 +$427M
3 +$223M
4
MDLZ icon
Mondelez International
MDLZ
+$219M
5
AAPL icon
Apple
AAPL
+$154M

Top Sells

1 +$252M
2 +$200M
3 +$149M
4
NVDA icon
NVIDIA
NVDA
+$124M
5
DOV icon
Dover
DOV
+$99.9M

Sector Composition

1 Financials 28.11%
2 Energy 12.56%
3 Industrials 8.67%
4 Communication Services 8.42%
5 Technology 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$5.06M 0.01%
72,064
-7,917
1002
$5.05M 0.01%
175,448
-63,576
1003
$5.05M 0.01%
23,798
-9
1004
$5.03M 0.01%
152,529
-8,313
1005
$5.03M 0.01%
107,470
-26,430
1006
$5.03M 0.01%
377,200
-466
1007
$5M 0.01%
388,240
+342,330
1008
$4.99M 0.01%
121,372
+13,671
1009
$4.99M 0.01%
61,306
-277,575
1010
$4.95M 0.01%
879,000
+1,000
1011
$4.94M 0.01%
172,170
-62,822
1012
$4.94M 0.01%
178,154
-26,837
1013
$4.92M 0.01%
927,905
-1,369,078
1014
$4.92M 0.01%
362,261
+33,215
1015
$4.92M 0.01%
405,926
+71,416
1016
$4.88M 0.01%
344,000
1017
$4.88M 0.01%
+378,500
1018
$4.88M 0.01%
228,252
-19,047
1019
$4.87M 0.01%
152,615
-22,335
1020
$4.86M 0.01%
310,334
+107,043
1021
$4.86M 0.01%
137,505
-13,800
1022
$4.85M 0.01%
246,628
-3,086,055
1023
$4.85M 0.01%
117,884
+16,872
1024
$4.84M 0.01%
+57,500
1025
$4.83M 0.01%
39,389
-6,904