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
$201B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,642
New
Increased
Reduced
Closed

Top Buys

1 +$774M
2 +$354M
3 +$269M
4
ET icon
Energy Transfer Partners
ET
+$242M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$236M

Top Sells

1 +$1.98B
2 +$1.74B
3 +$1.02B
4
AMZN icon
Amazon
AMZN
+$761M
5
AAPL icon
Apple
AAPL
+$700M

Sector Composition

1 Financials 22.67%
2 Technology 21.85%
3 Communication Services 8.68%
4 Consumer Discretionary 7.18%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$4.31M ﹤0.01%
20,568
-78,972
1052
$4.29M ﹤0.01%
419,018
-256,504
1053
$4.29M ﹤0.01%
16,919
-342
1054
$4.27M ﹤0.01%
26,985
-44,543
1055
$4.27M ﹤0.01%
32,306
-1,062
1056
$4.26M ﹤0.01%
60,076
-80,176
1057
$4.26M ﹤0.01%
10,036
-8,766
1058
$4.26M ﹤0.01%
73,136
+521
1059
$4.23M ﹤0.01%
39,680
-1,810
1060
$4.22M ﹤0.01%
66,993
-4,530
1061
$4.2M ﹤0.01%
+227,405
1062
$4.18M ﹤0.01%
41,008
+1,303
1063
$4.17M ﹤0.01%
111,333
+22,033
1064
$4.16M ﹤0.01%
79,507
-56,661
1065
$4.15M ﹤0.01%
18,891
+466
1066
$4.14M ﹤0.01%
128,500
-25,132
1067
$4.11M ﹤0.01%
113,173
+3,887
1068
$4.02M ﹤0.01%
140,351
-353,593
1069
$4.02M ﹤0.01%
64,451
-60,549
1070
$4M ﹤0.01%
107,383
-403,646
1071
$3.99M ﹤0.01%
1,193,602
-84,488
1072
$3.92M ﹤0.01%
22,170
+52
1073
$3.91M ﹤0.01%
78,020
-6,705
1074
$3.89M ﹤0.01%
62,107
+6,907
1075
$3.88M ﹤0.01%
90,308
-224,635