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
$205B
AUM Growth
+$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,833
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$502M
3 +$460M
4
ENB icon
Enbridge
ENB
+$343M
5
DIS icon
Walt Disney
DIS
+$319M

Top Sells

1 +$661M
2 +$460M
3 +$379M
4
AMD icon
Advanced Micro Devices
AMD
+$362M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$324M

Sector Composition

1 Financials 25.45%
2 Technology 16.97%
3 Communication Services 8.55%
4 Industrials 8.1%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$13.2M 0.01%
239,933
+94,749
1002
$13.2M 0.01%
+167,450
1003
$13.2M 0.01%
32,780
+6,954
1004
$13.2M 0.01%
380,213
-15,931
1005
$13.1M 0.01%
249,818
+22,172
1006
$13.1M 0.01%
91,702
-4,627
1007
$13M 0.01%
107,270
-9,282
1008
$13M 0.01%
1,709,794
-715,229
1009
$13M 0.01%
405,145
-19,030
1010
$12.9M 0.01%
252,686
+37,024
1011
$12.9M 0.01%
147,885
-186,522
1012
$12.9M 0.01%
299,570
+200,135
1013
$12.8M 0.01%
84,532
+64,319
1014
$12.8M 0.01%
259,200
-9,604
1015
$12.7M 0.01%
488,552
-20,212
1016
$12.7M 0.01%
425,255
-112,739
1017
$12.7M 0.01%
90,990
+69,937
1018
$12.6M 0.01%
137,288
+6,506
1019
$12.6M 0.01%
298,467
-114,756
1020
$12.6M 0.01%
1,114,647
+890,540
1021
$12.6M 0.01%
1,424,972
-62,718
1022
$12.5M 0.01%
85,766
-1,684
1023
$12.5M 0.01%
14,202
+815
1024
$12.5M 0.01%
471,555
+31,463
1025
$12.4M 0.01%
379,314
-21,242