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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$542M
2 +$181M
3 +$159M
4
CTXS
Citrix Systems Inc
CTXS
+$158M
5
BA icon
Boeing
BA
+$145M

Top Sells

1 +$193M
2 +$166M
3 +$162M
4
TD icon
Toronto Dominion Bank
TD
+$150M
5
MHK icon
Mohawk Industries
MHK
+$149M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$3.22M ﹤0.01%
320,695
-63,017
1127
$3.22M ﹤0.01%
18,612
-17,146
1128
$3.21M ﹤0.01%
164,468
1129
$3.21M ﹤0.01%
64,949
-9,523
1130
$3.21M ﹤0.01%
+129,648
1131
$3.19M ﹤0.01%
6,351,240
-1,877,840
1132
$3.17M ﹤0.01%
96,582
-183,609
1133
$3.14M ﹤0.01%
72,441
-1,781
1134
$3.12M ﹤0.01%
69,325
+58,146
1135
$3.12M ﹤0.01%
124,948
+30,619
1136
$3.1M ﹤0.01%
39,854
-8,616
1137
$3.1M ﹤0.01%
24,089
+6,577
1138
$3.1M ﹤0.01%
112,828
+27,085
1139
$3.09M ﹤0.01%
27,422
+2,357
1140
$3.06M ﹤0.01%
50,469
+45,320
1141
$3.05M ﹤0.01%
293,304
+292,568
1142
$3.04M ﹤0.01%
+82,899
1143
$3.01M ﹤0.01%
62,891
-3,124
1144
$3.01M ﹤0.01%
46,285
-29,954
1145
$3.01M ﹤0.01%
1,208,860
+24,262
1146
$3.01M ﹤0.01%
78,773
-9,112
1147
$3M ﹤0.01%
58,615
-55,743
1148
$2.99M ﹤0.01%
38,049
-9,434
1149
$2.99M ﹤0.01%
46,412
-421
1150
$2.98M ﹤0.01%
77,219
+17,364