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
-$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,098
New
Increased
Reduced
Closed

Top Buys

1 +$848M
2 +$529M
3 +$435M
4
NFLX icon
Netflix
NFLX
+$339M
5
AMZN icon
Amazon
AMZN
+$294M

Top Sells

1 +$600M
2 +$434M
3 +$368M
4
AGU
Agrium
AGU
+$329M
5
AABA
Altaba Inc
AABA
+$252M

Sector Composition

1 Financials 27.36%
2 Technology 10.5%
3 Energy 9.09%
4 Communication Services 8.8%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$5.41M ﹤0.01%
682,023
+121,246
1052
$5.39M ﹤0.01%
112,493
+33,122
1053
$5.35M ﹤0.01%
109,472
+5,121
1054
$5.33M ﹤0.01%
111,766
+2,821
1055
$5.33M ﹤0.01%
43,780
+39,613
1056
$5.32M ﹤0.01%
2,263,066
-708,702
1057
$5.27M ﹤0.01%
806,425
+85,095
1058
$5.25M ﹤0.01%
+61,000
1059
$5.24M ﹤0.01%
99,590
+79,230
1060
$5.24M ﹤0.01%
101,901
+50,224
1061
$5.24M ﹤0.01%
214,419
+31,726
1062
$5.21M ﹤0.01%
211,698
+54,898
1063
$5.19M ﹤0.01%
90,735
+13,062
1064
$5.19M ﹤0.01%
283,637
+771
1065
$5.19M ﹤0.01%
78,122
-4,192
1066
$5.18M ﹤0.01%
1,233,047
-582
1067
$5.17M ﹤0.01%
35,000
+2,438
1068
$5.17M ﹤0.01%
24,501
-8,944
1069
$5.14M ﹤0.01%
45,491
-809
1070
$5.14M ﹤0.01%
122,132
+21,184
1071
$5.13M ﹤0.01%
113,079
+5,556
1072
$5.12M ﹤0.01%
320,240
-31,760
1073
$5.11M ﹤0.01%
261,617
+179,827
1074
$5.09M ﹤0.01%
+136
1075
$5.05M ﹤0.01%
68,538
+1,320