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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$542M
2 +$181M
3 +$159M
4
CTXS
Citrix Systems Inc
CTXS
+$158M
5
BA icon
Boeing
BA
+$145M

Top Sells

1 +$193M
2 +$166M
3 +$162M
4
TD icon
Toronto Dominion Bank
TD
+$150M
5
MHK icon
Mohawk Industries
MHK
+$149M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$4.47M 0.01%
297,621
-96,893
1027
$4.46M 0.01%
63,497
+10,431
1028
$4.43M 0.01%
115,482
+111,392
1029
$4.41M 0.01%
210,906
+90,648
1030
$4.41M 0.01%
107,254
-3,514
1031
$4.4M 0.01%
76,706
-843
1032
$4.4M 0.01%
103,744
+37,889
1033
$4.35M 0.01%
35,690
-3,059
1034
$4.35M 0.01%
85,434
-18,947
1035
$4.34M 0.01%
152,387
+136,207
1036
$4.29M 0.01%
30,346
+20,756
1037
$4.28M 0.01%
58,790
+5,167
1038
$4.25M 0.01%
105,210
+99,335
1039
$4.24M 0.01%
94,989
-17,892
1040
$4.23M 0.01%
165,800
+158,122
1041
$4.22M ﹤0.01%
40,158
+2,217
1042
$4.21M ﹤0.01%
227,882
+460
1043
$4.21M ﹤0.01%
34,859
-67,695
1044
$4.2M ﹤0.01%
220,820
-726,563
1045
$4.2M ﹤0.01%
134,901
+54,352
1046
$4.19M ﹤0.01%
46,813
-351
1047
$4.19M ﹤0.01%
26,857
-509
1048
$4.17M ﹤0.01%
141,569
+204
1049
$4.16M ﹤0.01%
357,140
+266,600
1050
$4.12M ﹤0.01%
65,969
-16,251