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
$82B
AUM Growth
+$6.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,250
New
Increased
Reduced
Closed

Top Buys

1 +$364M
2 +$198M
3 +$164M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$150M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$130M

Top Sells

1 +$295M
2 +$211M
3 +$149M
4
BIN
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
+$124M
5
DOX icon
Amdocs
DOX
+$118M

Sector Composition

1 Financials 26.49%
2 Energy 11.32%
3 Communication Services 9.06%
4 Industrials 8.27%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$5.16M 0.01%
451,132
+450,000
1027
$5.13M 0.01%
1,072,155
+245,064
1028
$5.12M 0.01%
108,730
-19,695
1029
$5.12M 0.01%
190,948
-42,174
1030
$5.11M 0.01%
261,686
-1,189
1031
$5.09M 0.01%
260,300
+7,000
1032
$5.08M 0.01%
377,663
+3,663
1033
$5.07M 0.01%
93,614
+15,684
1034
$5.03M 0.01%
95,947
+26,897
1035
$5.01M 0.01%
864,795
+212,410
1036
$4.99M 0.01%
89,537
+7,732
1037
$4.98M 0.01%
261,301
+239,179
1038
$4.97M 0.01%
42,988
-1,666
1039
$4.96M 0.01%
459,004
+13,390
1040
$4.96M 0.01%
215,977
-33,723
1041
$4.94M 0.01%
335,040
+333,040
1042
$4.94M 0.01%
129,167
-5,375
1043
$4.93M 0.01%
176,874
+97,355
1044
$4.93M 0.01%
206,764
-23,046
1045
$4.88M 0.01%
404,049
-5,700
1046
$4.86M 0.01%
120,076
+2,944
1047
$4.8M 0.01%
124,677
+11,637
1048
$4.75M 0.01%
77,553
-2,473
1049
$4.74M 0.01%
1,172,096
-112,737
1050
$4.74M 0.01%
179,886
+12,174