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
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,029
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$911K
3 +$677K
4
CNQ icon
Canadian Natural Resources
CNQ
+$510K
5
COST icon
Costco
COST
+$357K

Top Sells

1 +$73M
2 +$62.1M
3 +$32.4M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$26.9M
5
MXCT icon
MaxCyte
MXCT
+$23.3M

Sector Composition

1 Financials 19.47%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$7.16K ﹤0.01%
+95,222
1002
$7.14K ﹤0.01%
+161,000
1003
$7.1K ﹤0.01%
192,797
-849,730
1004
$7.07K ﹤0.01%
133,288
+124,666
1005
$7.04K ﹤0.01%
516,808
-2,993
1006
$7.01K ﹤0.01%
630,723
+270,318
1007
$7.01K ﹤0.01%
446,589
-247,606
1008
$7K ﹤0.01%
43,955
+39,299
1009
$6.97K ﹤0.01%
109,006
-2,038
1010
$6.97K ﹤0.01%
65,565
+28,141
1011
$6.95K ﹤0.01%
114,478
+29,781
1012
$6.92K ﹤0.01%
132,626
-11,093
1013
$6.92K ﹤0.01%
94,946
+54,965
1014
$6.9K ﹤0.01%
701,120
+501,120
1015
$6.86K ﹤0.01%
87,753
+73,640
1016
$6.86K ﹤0.01%
145,433
+14,582
1017
$6.86K ﹤0.01%
700,000
1018
$6.84K ﹤0.01%
60,130
+4,900
1019
$6.82K ﹤0.01%
326,225
+74,741
1020
$6.82K ﹤0.01%
243,816
+88,645
1021
$6.79K ﹤0.01%
78,328
+1,488
1022
$6.79K ﹤0.01%
354,706
+19,918
1023
$6.77K ﹤0.01%
674,000
1024
$6.77K ﹤0.01%
949,703
-70,103
1025
$6.75K ﹤0.01%
37,076
-2,617