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
$112B
AUM Growth
+$3.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$488M
2 +$310M
3 +$299M
4
GLD icon
SPDR Gold Trust
GLD
+$242M
5
LLY icon
Eli Lilly
LLY
+$180M

Top Sells

1 +$385M
2 +$278M
3 +$275M
4
CTXS
Citrix Systems Inc
CTXS
+$271M
5
RY icon
Royal Bank of Canada
RY
+$233M

Sector Composition

1 Financials 27.4%
2 Technology 9.96%
3 Energy 9.93%
4 Industrials 8.56%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$5.16M ﹤0.01%
202,149
-126,625
1052
$5.16M ﹤0.01%
31,304
+1,890
1053
$5.12M ﹤0.01%
41,747
-191
1054
$5.11M ﹤0.01%
26,575
-33,151
1055
$5.1M ﹤0.01%
1,285,218
+136,461
1056
$5.08M ﹤0.01%
98,188
+3,756
1057
$5.03M ﹤0.01%
37,313
-18,091
1058
$5M ﹤0.01%
1,021,374
-38,931
1059
$4.99M ﹤0.01%
134,936
-119,886
1060
$4.94M ﹤0.01%
138,819
+291
1061
$4.91M ﹤0.01%
67,218
-3,445
1062
$4.91M ﹤0.01%
6,764
-3,661
1063
$4.9M ﹤0.01%
75,439
+18,000
1064
$4.89M ﹤0.01%
151,131
-421,852
1065
$4.89M ﹤0.01%
269,511
-19,826
1066
$4.88M ﹤0.01%
144,577
-248,958
1067
$4.86M ﹤0.01%
36,934
+33,910
1068
$4.86M ﹤0.01%
56,527
-2,952
1069
$4.82M ﹤0.01%
46,498
-27,962
1070
$4.81M ﹤0.01%
82,249
+4,781
1071
$4.77M ﹤0.01%
119,816
+4,161
1072
$4.77M ﹤0.01%
85,707
+1,103
1073
$4.77M ﹤0.01%
56,000
+10,000
1074
$4.76M ﹤0.01%
71,006
-12,656
1075
$4.76M ﹤0.01%
194,284
-17,216