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
$82B
AUM Growth
+$6.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,250
New
Increased
Reduced
Closed

Top Buys

1 +$364M
2 +$198M
3 +$164M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$150M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$130M

Top Sells

1 +$295M
2 +$211M
3 +$149M
4
BIN
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
+$124M
5
DOX icon
Amdocs
DOX
+$118M

Sector Composition

1 Financials 26.49%
2 Energy 11.32%
3 Communication Services 9.06%
4 Industrials 8.27%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$4.42M 0.01%
236,118
+168,530
1077
$4.41M 0.01%
102,082
+92,026
1078
$4.41M 0.01%
90,100
+89,788
1079
$4.4M 0.01%
71,056
-118,519
1080
$4.39M 0.01%
853,744
+171,719
1081
$4.39M 0.01%
106,654
+29,720
1082
$4.39M 0.01%
146,871
-615,325
1083
$4.38M 0.01%
103,279
+16,495
1084
$4.38M 0.01%
171,676
-75,573
1085
$4.37M 0.01%
88,133
+21,213
1086
$4.37M 0.01%
352,441
+137,327
1087
$4.36M 0.01%
156,437
+143,937
1088
$4.32M ﹤0.01%
83,867
-18,333
1089
$4.31M ﹤0.01%
159,595
-35,543
1090
$4.29M ﹤0.01%
307,474
+33,013
1091
$4.26M ﹤0.01%
36,850
-637,268
1092
$4.25M ﹤0.01%
76,035
+6,356
1093
$4.25M ﹤0.01%
88,518
+13,914
1094
$4.24M ﹤0.01%
96,174
-15,146
1095
$4.24M ﹤0.01%
967,877
-446,841
1096
$4.24M ﹤0.01%
842,016
-360,145
1097
$4.2M ﹤0.01%
146,370
+139,979
1098
$4.2M ﹤0.01%
126,693
-96,743
1099
$4.18M ﹤0.01%
280,079
+7,752
1100
$4.18M ﹤0.01%
537,000