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
$126B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$436M
3 +$324M
4
MSFT icon
Microsoft
MSFT
+$322M
5
V icon
Visa
V
+$264M

Top Sells

1 +$284M
2 +$182M
3 +$180M
4
BX icon
Blackstone
BX
+$150M
5
BABA icon
Alibaba
BABA
+$126M

Sector Composition

1 Financials 26.76%
2 Technology 11.92%
3 Energy 9.21%
4 Industrials 8.55%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$6.84M 0.01%
+690,000
1027
$6.83M 0.01%
73,575
-7,805
1028
$6.83M 0.01%
22,054
1029
$6.82M 0.01%
54,191
+12,751
1030
$6.81M 0.01%
136,906
+9,530
1031
$6.81M 0.01%
839,440
+26,590
1032
$6.8M 0.01%
1,031,013
+57,887
1033
$6.78M 0.01%
22,897
+753
1034
$6.75M 0.01%
326,296
+275,773
1035
$6.74M 0.01%
589,017
+539,841
1036
$6.73M 0.01%
58,457
-890
1037
$6.73M 0.01%
259,164
+10,102
1038
$6.72M 0.01%
694,537
+297,290
1039
$6.72M 0.01%
326,001
1040
$6.71M 0.01%
278,453
+21,968
1041
$6.7M 0.01%
118,008
+53,534
1042
$6.7M 0.01%
106,192
-11,061
1043
$6.69M 0.01%
226,128
+72,373
1044
$6.69M 0.01%
57,958
+17,277
1045
$6.68M 0.01%
497,430
+346,928
1046
$6.68M 0.01%
155,451
+41,160
1047
$6.66M 0.01%
524,016
+141,936
1048
$6.63M 0.01%
1,421,749
-37,538
1049
$6.61M 0.01%
245,273
+76,468
1050
$6.58M ﹤0.01%
78,038
+38,604