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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$5.66M ﹤0.01%
200,958
+9,288
1002
$5.66M ﹤0.01%
74,558
+113
1003
$5.62M ﹤0.01%
18,856
+9,594
1004
$5.61M ﹤0.01%
193,787
+85,702
1005
$5.61M ﹤0.01%
98,309
-103,735
1006
$5.6M ﹤0.01%
55,753
-12,660
1007
$5.59M ﹤0.01%
625,264
1008
$5.58M ﹤0.01%
132,145
-6,882
1009
$5.57M ﹤0.01%
196,627
-28,280
1010
$5.55M ﹤0.01%
497,588
-15,290
1011
$5.55M ﹤0.01%
324,361
-13,241
1012
$5.55M ﹤0.01%
665,000
1013
$5.54M ﹤0.01%
425,258
-1,567
1014
$5.52M ﹤0.01%
109,055
+32,703
1015
$5.49M ﹤0.01%
104,233
+2,616
1016
$5.46M ﹤0.01%
201,598
+132,708
1017
$5.46M ﹤0.01%
+17
1018
$5.45M ﹤0.01%
151,872
-5,868
1019
$5.45M ﹤0.01%
118,115
+9,099
1020
$5.42M ﹤0.01%
428,635
1021
$5.41M ﹤0.01%
134,943
-1,109
1022
$5.4M ﹤0.01%
2,494,584
+738,976
1023
$5.4M ﹤0.01%
89,740
+21,712
1024
$5.39M ﹤0.01%
312,786
+31,378
1025
0