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
$110B
AUM Growth
+$7.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,511
New
Increased
Reduced
Closed

Top Buys

1 +$621M
2 +$280M
3 +$263M
4
BA icon
Boeing
BA
+$233M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

1 +$761M
2 +$408M
3 +$314M
4
NTR icon
Nutrien
NTR
+$193M
5
IAU icon
iShares Gold Trust
IAU
+$185M

Sector Composition

1 Financials 25.31%
2 Technology 15.35%
3 Industrials 9.39%
4 Communication Services 8.88%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$4.32M ﹤0.01%
241,725
-39,615
1127
$4.3M ﹤0.01%
23,573
+4,446
1128
$4.29M ﹤0.01%
314,765
-36,545
1129
$4.27M ﹤0.01%
100,601
+794
1130
$4.25M ﹤0.01%
100,541
-40,814
1131
$4.25M ﹤0.01%
78,489
-16,231
1132
$4.25M ﹤0.01%
218,065
-19,043
1133
$4.25M ﹤0.01%
38,030
+5,072
1134
$4.25M ﹤0.01%
51,453
-48,911
1135
$4.24M ﹤0.01%
47,772
-21,094
1136
$4.24M ﹤0.01%
153,251
+4,623
1137
$4.24M ﹤0.01%
156,310
-64,974
1138
$4.23M ﹤0.01%
13,628
1139
$4.22M ﹤0.01%
171,280
-41,316
1140
$4.21M ﹤0.01%
128,440
-12,393
1141
$4.21M ﹤0.01%
149,307
+144,027
1142
$4.21M ﹤0.01%
18,263
-139
1143
$4.2M ﹤0.01%
362,969
-9,072
1144
$4.2M ﹤0.01%
310,436
+302,729
1145
$4.19M ﹤0.01%
34,094
+11,771
1146
$4.19M ﹤0.01%
75,851
+66,106
1147
$4.18M ﹤0.01%
9,950
+716
1148
$4.18M ﹤0.01%
198,629
-902,631
1149
$4.18M ﹤0.01%
28,345
-24,683
1150
$4.14M ﹤0.01%
241,347
-97,228