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
$118B
AUM Growth
+$8.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,605
New
Increased
Reduced
Closed

Top Buys

1 +$614M
2 +$320M
3 +$305M
4
RY icon
Royal Bank of Canada
RY
+$297M
5
CMCSA icon
Comcast
CMCSA
+$244M

Top Sells

1 +$1.43B
2 +$604M
3 +$345M
4
BA icon
Boeing
BA
+$178M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$162M

Sector Composition

1 Financials 26.42%
2 Technology 11.12%
3 Energy 9.09%
4 Communication Services 8.67%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$6.33M 0.01%
130,376
+1,436
1002
$6.33M 0.01%
80,776
+21,737
1003
$6.31M ﹤0.01%
108,862
-84,784
1004
$6.21M ﹤0.01%
269,856
+167,691
1005
$6.18M ﹤0.01%
71,362
-263,298
1006
$6.18M ﹤0.01%
25,207
+119
1007
$6.18M ﹤0.01%
+648,250
1008
$6.17M ﹤0.01%
49,632
-273
1009
$6.15M ﹤0.01%
273,091
-594,846
1010
$6.11M ﹤0.01%
43,889
+320
1011
$6.1M ﹤0.01%
1,635,710
-1,561,368
1012
$6.1M ﹤0.01%
111,541
+18,075
1013
$6.1M ﹤0.01%
275,000
-120,000
1014
$6.07M ﹤0.01%
158,045
+31,893
1015
$6.06M ﹤0.01%
44,253
-2,378
1016
$6.05M ﹤0.01%
7,629,428
+2,014,172
1017
$6.03M ﹤0.01%
132,114
-14,516
1018
$6M ﹤0.01%
59,057
-88,098
1019
$5.97M ﹤0.01%
125,147
-221,702
1020
$5.94M ﹤0.01%
75,466
-315,176
1021
$5.92M ﹤0.01%
102,000
+11,557
1022
$5.9M ﹤0.01%
174,130
+35,469
1023
$5.9M ﹤0.01%
3,117
+833
1024
$5.89M ﹤0.01%
86,897
-62,140
1025
$5.88M ﹤0.01%
203,035
+17,458