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
$201B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,642
New
Increased
Reduced
Closed

Top Buys

1 +$774M
2 +$354M
3 +$269M
4
ET icon
Energy Transfer Partners
ET
+$242M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$236M

Top Sells

1 +$1.98B
2 +$1.74B
3 +$1.02B
4
AMZN icon
Amazon
AMZN
+$761M
5
AAPL icon
Apple
AAPL
+$700M

Sector Composition

1 Financials 22.67%
2 Technology 21.85%
3 Communication Services 8.68%
4 Consumer Discretionary 7.18%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$5.2M ﹤0.01%
22,097
+8,454
1002
$5.2M ﹤0.01%
50,217
-20,229
1003
$5.18M ﹤0.01%
35,989
-13,579
1004
$5.14M ﹤0.01%
82,457
+12,484
1005
$5.14M ﹤0.01%
175,413
-5,015
1006
$5.12M ﹤0.01%
23,880
+788
1007
$5.07M ﹤0.01%
88,157
-48,746
1008
$5.07M ﹤0.01%
37,432
+127
1009
$5.03M ﹤0.01%
101,981
+76,023
1010
$5.02M ﹤0.01%
92,514
-12,890
1011
$5M ﹤0.01%
368,716
+28,613
1012
$5M ﹤0.01%
189,788
-1,710,891
1013
$4.96M ﹤0.01%
169,778
+19,262
1014
$4.94M ﹤0.01%
89,674
-67,580
1015
$4.93M ﹤0.01%
43,924
-30,429
1016
$4.92M ﹤0.01%
47,295
-5,203
1017
$4.91M ﹤0.01%
107,279
-342,017
1018
$4.9M ﹤0.01%
432,546
+23,880
1019
$4.87M ﹤0.01%
110,216
-9,940
1020
$4.84M ﹤0.01%
49,172
+1,771
1021
$4.84M ﹤0.01%
52,151
+374
1022
$4.82M ﹤0.01%
428,127
-96,970
1023
$4.81M ﹤0.01%
35,137
-31,995
1024
$4.8M ﹤0.01%
86,569
+67,049
1025
$4.79M ﹤0.01%
80,992
-709