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
$110B
AUM Growth
+$7.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,511
New
Increased
Reduced
Closed

Top Buys

1 +$621M
2 +$280M
3 +$263M
4
BA icon
Boeing
BA
+$233M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

1 +$761M
2 +$408M
3 +$314M
4
NTR icon
Nutrien
NTR
+$193M
5
IAU icon
iShares Gold Trust
IAU
+$185M

Sector Composition

1 Financials 25.31%
2 Technology 15.35%
3 Industrials 9.39%
4 Communication Services 8.88%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$5.4M ﹤0.01%
91,721
-90,486
1027
$5.39M ﹤0.01%
46,098
-46,926
1028
$5.38M ﹤0.01%
1,072,402
-795,659
1029
$5.38M ﹤0.01%
46,110
-7,016
1030
$5.38M ﹤0.01%
222,815
-5,302
1031
$5.37M ﹤0.01%
173,787
+6,687
1032
$5.36M ﹤0.01%
251,035
+76,657
1033
$5.33M ﹤0.01%
264,871
-15,290
1034
$5.32M ﹤0.01%
198,042
+8,564
1035
$5.32M ﹤0.01%
51,239
+5,206
1036
$5.32M ﹤0.01%
+520,000
1037
$5.32M ﹤0.01%
77,661
+1,885
1038
$5.3M ﹤0.01%
+106,000
1039
$5.26M ﹤0.01%
368,411
+13,893
1040
$5.25M ﹤0.01%
207,513
-44,792
1041
$5.25M ﹤0.01%
19,780
+2,902
1042
$5.25M ﹤0.01%
+729
1043
$5.23M ﹤0.01%
847,171
+827,301
1044
$5.23M ﹤0.01%
369,952
+12,304
1045
$5.22M ﹤0.01%
634,588
+32,440
1046
$5.21M ﹤0.01%
+520,000
1047
$5.17M ﹤0.01%
293,463
-2,637
1048
$5.17M ﹤0.01%
362,813
+54,294
1049
$5.15M ﹤0.01%
20,902
-2,634
1050
$5.15M ﹤0.01%
153,533
+3,523