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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$172M
3 +$164M
4
QSR icon
Restaurant Brands International
QSR
+$163M
5
INTC icon
Intel
INTC
+$160M

Top Sells

1 +$346M
2 +$242M
3 +$224M
4
MRK icon
Merck
MRK
+$223M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.31%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$3.52M ﹤0.01%
60,993
-3,561
1077
$3.49M ﹤0.01%
30,403
-4,982
1078
$3.48M ﹤0.01%
217,299
+7,698
1079
$3.47M ﹤0.01%
45,455
-2,650
1080
$3.46M ﹤0.01%
641,592
-68,496
1081
$3.44M ﹤0.01%
370,067
-387,883
1082
$3.43M ﹤0.01%
30,871
-2,755
1083
$3.43M ﹤0.01%
53,956
+43,671
1084
$3.42M ﹤0.01%
85,370
-69,779
1085
$3.41M ﹤0.01%
1,364,827
+189,899
1086
$3.4M ﹤0.01%
415,247
-95,265
1087
$3.36M ﹤0.01%
92,905
-457
1088
$3.35M ﹤0.01%
56,482
+55,132
1089
$3.35M ﹤0.01%
59,222
-33,986
1090
$3.31M ﹤0.01%
87,885
+18,504
1091
$3.29M ﹤0.01%
35,418
-26,444
1092
$3.29M ﹤0.01%
34,051
+1,477
1093
$3.29M ﹤0.01%
231,970
+1,000
1094
$3.28M ﹤0.01%
74,222
+8,738
1095
$3.27M ﹤0.01%
13,683
+10,021
1096
$3.27M ﹤0.01%
48,435
-1,918
1097
$3.26M ﹤0.01%
52,020
+25
1098
$3.25M ﹤0.01%
101,398
-187,577
1099
$3.23M ﹤0.01%
103,395
-6,578
1100
$3.22M ﹤0.01%
96,185
-947