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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$5.36M ﹤0.01%
365,000
1027
$5.35M ﹤0.01%
130,103
-75,943
1028
$5.33M ﹤0.01%
73,328
-24,566
1029
$5.31M ﹤0.01%
307,598
-732,929
1030
$5.31M ﹤0.01%
125,799
-29,904
1031
$5.26M ﹤0.01%
130,326
+40,571
1032
$5.25M ﹤0.01%
29,141
-29,982
1033
$5.23M ﹤0.01%
4,800
+146
1034
$5.19M ﹤0.01%
692,360
+189,890
1035
$5.18M ﹤0.01%
379,588
-7,729
1036
$5.17M ﹤0.01%
56,168
-60,967
1037
$5.17M ﹤0.01%
109,760
+13,750
1038
$5.15M ﹤0.01%
109,683
+42,945
1039
$5.14M ﹤0.01%
134,278
-299,153
1040
$5.14M ﹤0.01%
500,000
1041
$5.13M ﹤0.01%
439,525
+60,348
1042
$5.09M ﹤0.01%
99,732
+64,235
1043
$5.06M ﹤0.01%
109,414
-131,317
1044
$5.06M ﹤0.01%
155,594
+30,337
1045
$5.02M ﹤0.01%
31,170
+2,058
1046
$5M ﹤0.01%
209,150
+125,642
1047
$4.98M ﹤0.01%
142,938
+40,191
1048
$4.97M ﹤0.01%
422,000
1049
$4.96M ﹤0.01%
67,021
-8,496
1050
$4.94M ﹤0.01%
62,151
-2,845