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
$112B
AUM Growth
+$3.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$488M
2 +$310M
3 +$299M
4
GLD icon
SPDR Gold Trust
GLD
+$242M
5
LLY icon
Eli Lilly
LLY
+$180M

Top Sells

1 +$385M
2 +$278M
3 +$275M
4
CTXS
Citrix Systems Inc
CTXS
+$271M
5
RY icon
Royal Bank of Canada
RY
+$233M

Sector Composition

1 Financials 27.4%
2 Technology 9.96%
3 Energy 9.93%
4 Industrials 8.56%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$5.88M 0.01%
95,550
-41,585
1002
$5.88M 0.01%
241,333
1003
$5.88M 0.01%
56,057
-2,145
1004
$5.86M 0.01%
49,359
-31,978
1005
$5.85M 0.01%
236,873
+10,090
1006
$5.85M 0.01%
172,776
-377,526
1007
$5.83M 0.01%
112,427
+552
1008
$5.83M 0.01%
180,825
-510
1009
$5.81M 0.01%
247,020
-85,664
1010
$5.79M 0.01%
46,300
+22,013
1011
$5.78M 0.01%
225,894
+225,580
1012
$5.78M 0.01%
144,800
-109,343
1013
$5.76M 0.01%
182,693
+28,350
1014
$5.74M 0.01%
244,415
-456,529
1015
$5.74M 0.01%
134,722
-9,601
1016
$5.74M 0.01%
37,611
+6,830
1017
$5.73M 0.01%
53,605
+4,766
1018
$5.72M 0.01%
84,805
-107,190
1019
$5.67M ﹤0.01%
61,950
+39,269
1020
$5.63M ﹤0.01%
138,590
-99,026
1021
$5.63M ﹤0.01%
282,866
+67,984
1022
$5.61M ﹤0.01%
165,507
+246
1023
$5.61M ﹤0.01%
261,333
+20,582
1024
$5.57M ﹤0.01%
306,115
-13,184
1025
$5.57M ﹤0.01%
98,705
+96,146