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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$172M
3 +$164M
4
QSR icon
Restaurant Brands International
QSR
+$163M
5
INTC icon
Intel
INTC
+$160M

Top Sells

1 +$346M
2 +$242M
3 +$224M
4
MRK icon
Merck
MRK
+$223M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.31%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$2.74M ﹤0.01%
73,122
+6,617
1152
$2.73M ﹤0.01%
41,259
-1,339
1153
$2.72M ﹤0.01%
19,415
+3,375
1154
$2.71M ﹤0.01%
30,793
+1,166
1155
$2.7M ﹤0.01%
3,938
+723
1156
$2.69M ﹤0.01%
29,971
+20,675
1157
$2.69M ﹤0.01%
40,787
-2,056
1158
$2.68M ﹤0.01%
130,793
-85,151
1159
$2.68M ﹤0.01%
139,007
-79,001
1160
$2.66M ﹤0.01%
51,792
-5,967
1161
$2.65M ﹤0.01%
33,968
+3,893
1162
$2.65M ﹤0.01%
69,794
+42,861
1163
$2.64M ﹤0.01%
87,287
-20,302
1164
$2.63M ﹤0.01%
83,924
+25,900
1165
$2.62M ﹤0.01%
99,275
+6,346
1166
$2.61M ﹤0.01%
517,389
-8,447
1167
$2.6M ﹤0.01%
23,235
-24,479
1168
$2.59M ﹤0.01%
42,912
+1,710
1169
$2.58M ﹤0.01%
67,712
+62,328
1170
$2.56M ﹤0.01%
28,485
-1,740
1171
$2.56M ﹤0.01%
111,950
+110,000
1172
$2.55M ﹤0.01%
67,849
+768
1173
$2.54M ﹤0.01%
39,060
+13,388
1174
$2.54M ﹤0.01%
749,794
-22,196
1175
$2.53M ﹤0.01%
59,785
-117,975