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
1151
$2.98M ﹤0.01%
93,552
+39,298
1152
$2.96M ﹤0.01%
115,447
-2,891
1153
$2.95M ﹤0.01%
92,558
-11,888
1154
$2.92M ﹤0.01%
49,055
+6,143
1155
$2.92M ﹤0.01%
518,984
+217,675
1156
$2.91M ﹤0.01%
27,237
+6,372
1157
$2.9M ﹤0.01%
39,700
-3,692
1158
$2.89M ﹤0.01%
28,811
+326
1159
$2.89M ﹤0.01%
75,870
+57,037
1160
$2.88M ﹤0.01%
6,994
+412
1161
$2.88M ﹤0.01%
52,934
+2,018
1162
$2.87M ﹤0.01%
89,856
+1,037
1163
$2.87M ﹤0.01%
49,461
-2,559
1164
$2.86M ﹤0.01%
137,976
-1,031
1165
$2.86M ﹤0.01%
62,118
+3,623
1166
$2.86M ﹤0.01%
52,133
-1,823
1167
$2.85M ﹤0.01%
108,166
-26,616
1168
$2.84M ﹤0.01%
1,642,400
-709,140
1169
$2.84M ﹤0.01%
40,832
-25,303
1170
$2.82M ﹤0.01%
32,310
-10,607
1171
$2.8M ﹤0.01%
66,576
+13,192
1172
$2.79M ﹤0.01%
69,975
-100,469
1173
$2.78M ﹤0.01%
21,640
-410,422
1174
$2.77M ﹤0.01%
68,917
+1,068
1175
$2.77M ﹤0.01%
34,703
+4,732