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
$176B
AUM Growth
-$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,860
New
Increased
Reduced
Closed

Top Buys

1 +$498M
2 +$392M
3 +$252M
4
ADBE icon
Adobe
ADBE
+$225M
5
BA icon
Boeing
BA
+$199M

Top Sells

1 +$3.24B
2 +$1.69B
3 +$680M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$647M
5
V icon
Visa
V
+$573M

Sector Composition

1 Financials 23.35%
2 Technology 19.16%
3 Communication Services 9.23%
4 Industrials 8.06%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$6.21M ﹤0.01%
130,851
-20,529
1102
$6.18M ﹤0.01%
358,648
+33,201
1103
$6.18M ﹤0.01%
625,000
1104
$6.18M ﹤0.01%
86,910
+13,302
1105
$6.12M ﹤0.01%
59,855
+288
1106
$6.12M ﹤0.01%
1,898,298
1107
$6.11M ﹤0.01%
600,000
1108
$6.1M ﹤0.01%
124,799
+15,228
1109
$6.1M ﹤0.01%
23,370
+22,315
1110
$6.1M ﹤0.01%
40,722
-60,560
1111
$6.07M ﹤0.01%
244,262
+57,950
1112
$6.04M ﹤0.01%
37,637
+18,936
1113
$6.02M ﹤0.01%
73,040
1114
$6.02M ﹤0.01%
3,044
+67
1115
$6.01M ﹤0.01%
82,159
-3,762
1116
$6.01M ﹤0.01%
134,004
+129,554
1117
$5.98M ﹤0.01%
118,015
+9,772
1118
$5.98M ﹤0.01%
+330,209
1119
$5.88M ﹤0.01%
154,315
-33,782
1120
$5.87M ﹤0.01%
600,000
1121
$5.84M ﹤0.01%
598,303
1122
$5.84M ﹤0.01%
123,317
+38,942
1123
$5.82M ﹤0.01%
32,415
+4,499
1124
$5.81M ﹤0.01%
51,272
-14,433
1125
$5.81M ﹤0.01%
88,032
-74,008