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
$193B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,112
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.2B
3 +$812M
4
ENB icon
Enbridge
ENB
+$695M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$635M

Top Sells

1 +$352M
2 +$144M
3 +$131M
4
SPLK
Splunk Inc
SPLK
+$130M
5
HGV icon
Hilton Grand Vacations
HGV
+$109M

Sector Composition

1 Financials 23.77%
2 Technology 16.96%
3 Communication Services 8.91%
4 Consumer Discretionary 8.52%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$14.3M 0.01%
121,156
+65,215
1002
$14.3M 0.01%
140,518
-1,036
1003
$14.2M 0.01%
303,280
+159,558
1004
$14.2M 0.01%
131,322
+30,183
1005
$14.2M 0.01%
739,364
+31,034
1006
$14.2M 0.01%
124,465
+33,370
1007
$14M 0.01%
1,936,623
-1,140,367
1008
$14M 0.01%
294,095
+65,427
1009
$13.9M 0.01%
1,216,441
+222,044
1010
$13.9M 0.01%
1,371,694
+567,930
1011
$13.9M 0.01%
168,765
+136,908
1012
$13.8M 0.01%
135,755
-62,510
1013
$13.8M 0.01%
117,313
+23,992
1014
$13.7M 0.01%
508,764
+133,208
1015
$13.7M 0.01%
285,318
+72,148
1016
$13.6M 0.01%
856,999
+90,456
1017
$13.5M 0.01%
421,523
+138,252
1018
$13.4M 0.01%
831,779
+326,063
1019
$13.4M 0.01%
+436,038
1020
$13.3M 0.01%
173,095
+80,120
1021
$13.2M 0.01%
25,826
+18,642
1022
$13.2M 0.01%
566,707
+124,570
1023
$13.2M 0.01%
187,567
+12,302
1024
$13.2M 0.01%
393,465
+98,879
1025
$13.2M 0.01%
400,556
+102,543