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
$308B
AUM Growth
+$33.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,873
New
Increased
Reduced
Closed

Top Buys

1 +$8.4B
2 +$6.78B
3 +$2.67B
4
AAPL icon
Apple
AAPL
+$1.45B
5
MSFT icon
Microsoft
MSFT
+$929M

Top Sells

1 +$1.35B
2 +$651M
3 +$567M
4
CNQ icon
Canadian Natural Resources
CNQ
+$499M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$462M

Sector Composition

1 Communication Services 25.57%
2 Consumer Discretionary 19.87%
3 Technology 14.68%
4 Financials 14.23%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$5.92M ﹤0.01%
33,615
-757
1002
$5.87M ﹤0.01%
911,958
+104,746
1003
$5.82M ﹤0.01%
47,747
+6,866
1004
$5.81M ﹤0.01%
939,646
+634,365
1005
$5.74M ﹤0.01%
294,886
-9,731
1006
$5.73M ﹤0.01%
43,659
+5,084
1007
$5.72M ﹤0.01%
1,356,957
-395,725
1008
$5.67M ﹤0.01%
53,841
+17,005
1009
$5.65M ﹤0.01%
147,096
-25,474
1010
$5.65M ﹤0.01%
105,834
+2,481
1011
$5.61M ﹤0.01%
677,176
+2,195
1012
$5.58M ﹤0.01%
95,729
+134
1013
$5.58M ﹤0.01%
230,374
-10,328
1014
$5.57M ﹤0.01%
170,949
+170,741
1015
$5.54M ﹤0.01%
129,990
-51,693
1016
$5.54M ﹤0.01%
125,535
+31,374
1017
$5.53M ﹤0.01%
36,181
-1,779
1018
$5.52M ﹤0.01%
26,699
+117
1019
$5.51M ﹤0.01%
157,047
+16,473
1020
$5.47M ﹤0.01%
430,571
+3,301
1021
$5.46M ﹤0.01%
120,552
+81,280
1022
$5.45M ﹤0.01%
59,724
+144
1023
$5.45M ﹤0.01%
28,209
-10,727
1024
$5.45M ﹤0.01%
216,050
+159,801
1025
$5.44M ﹤0.01%
2,132,503
-92,116