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
$88.7B
AUM Growth
+$4.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,964
New
Increased
Reduced
Closed

Top Buys

1 +$577M
2 +$427M
3 +$223M
4
MDLZ icon
Mondelez International
MDLZ
+$219M
5
AAPL icon
Apple
AAPL
+$154M

Top Sells

1 +$252M
2 +$200M
3 +$149M
4
NVDA icon
NVIDIA
NVDA
+$124M
5
DOV icon
Dover
DOV
+$99.9M

Sector Composition

1 Financials 28.11%
2 Energy 12.56%
3 Industrials 8.67%
4 Communication Services 8.42%
5 Technology 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$4.13M ﹤0.01%
105,452
-16,210
1077
$4.12M ﹤0.01%
209,523
-2,114
1078
$4.12M ﹤0.01%
57,856
+9,900
1079
$4.07M ﹤0.01%
235,925
-36,765
1080
$4.06M ﹤0.01%
97,689
+284
1081
$4.04M ﹤0.01%
23,771
-32,021
1082
$4.03M ﹤0.01%
165,686
-260,138
1083
$4.01M ﹤0.01%
210,000
1084
$4M ﹤0.01%
344,681
-1,580,392
1085
$4M ﹤0.01%
251,088
+13,069
1086
$3.98M ﹤0.01%
537,000
1087
$3.97M ﹤0.01%
56,306
+34,660
1088
$3.97M ﹤0.01%
119,745
+55,329
1089
$3.96M ﹤0.01%
110,601
+12,386
1090
$3.95M ﹤0.01%
173,437
+136,268
1091
$3.95M ﹤0.01%
219,917
+128,238
1092
$3.92M ﹤0.01%
57,230
-47,532
1093
$3.92M ﹤0.01%
231,765
+115,741
1094
$3.9M ﹤0.01%
95,430
+76,885
1095
$3.88M ﹤0.01%
23,407
-21,009
1096
$3.87M ﹤0.01%
41,181
-2,962
1097
$3.87M ﹤0.01%
344,056
+149,450
1098
$3.87M ﹤0.01%
639,228
+290,520
1099
$3.86M ﹤0.01%
65,231
-177,365
1100
$3.86M ﹤0.01%
135,905
+738