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
$108B
AUM Growth
+$10.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,538
New
Increased
Reduced
Closed

Top Buys

1 +$610M
2 +$396M
3 +$352M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$330M
5
AABA
Altaba Inc
AABA
+$313M

Top Sells

1 +$1.42B
2 +$883M
3 +$472M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$388M
5
MSFT icon
Microsoft
MSFT
+$273M

Sector Composition

1 Financials 26.59%
2 Technology 11.79%
3 Energy 10.1%
4 Communication Services 8.36%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$5.42M ﹤0.01%
428,635
1002
$5.42M ﹤0.01%
256,411
-109,705
1003
$5.4M ﹤0.01%
295,180
-56,771
1004
$5.37M ﹤0.01%
58,148
+7,043
1005
$5.36M ﹤0.01%
175,530
+157,621
1006
$5.35M ﹤0.01%
157,740
+18,201
1007
$5.34M ﹤0.01%
74,445
+7,989
1008
$5.34M ﹤0.01%
193,713
-165,116
1009
$5.34M ﹤0.01%
75,517
-3,447
1010
$5.33M ﹤0.01%
71,192
+205
1011
$5.33M ﹤0.01%
10,570
-4,133
1012
$5.33M ﹤0.01%
199,931
-124,668
1013
$5.33M ﹤0.01%
211,886
+192,944
1014
$5.32M ﹤0.01%
245,507
+233,053
1015
$5.31M ﹤0.01%
78,664
-10,859
1016
$5.29M ﹤0.01%
367,138
+15,227
1017
$5.29M ﹤0.01%
58,152
-36,433
1018
$5.27M ﹤0.01%
191,670
+78,766
1019
0
1020
$5.26M ﹤0.01%
47,423
-29,096
1021
$5.25M ﹤0.01%
104,295
-36,714
1022
$5.24M ﹤0.01%
10,323
-12,432
1023
$5.21M ﹤0.01%
649,648
+318,207
1024
$5.2M ﹤0.01%
365,000
+131,000
1025
$5.19M ﹤0.01%
25,160
-5,337