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
$108B
AUM Growth
+$5.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$665M
2 +$260M
3 +$240M
4
DD icon
DuPont de Nemours
DD
+$238M
5
GM icon
General Motors
GM
+$196M

Top Sells

1 +$286M
2 +$282M
3 +$236M
4
RAI
Reynolds American Inc
RAI
+$229M
5
APD icon
Air Products & Chemicals
APD
+$211M

Sector Composition

1 Financials 27.03%
2 Energy 10.82%
3 Technology 8.75%
4 Industrials 8.61%
5 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$4.49M ﹤0.01%
101,344
+95,072
1152
$4.47M ﹤0.01%
29,267
1153
$4.47M ﹤0.01%
29,414
+4,078
1154
$4.47M ﹤0.01%
195,738
+22,233
1155
$4.46M ﹤0.01%
118,931
+66,771
1156
$4.46M ﹤0.01%
48,612
+1,773
1157
$4.45M ﹤0.01%
69,320
+17,297
1158
$4.42M ﹤0.01%
79,264
+77,489
1159
$4.42M ﹤0.01%
125,420
1160
$4.41M ﹤0.01%
187,672
+146,293
1161
$4.4M ﹤0.01%
30,781
+1,050
1162
$4.39M ﹤0.01%
34,349
-2,576
1163
$4.38M ﹤0.01%
145,000
-55,000
1164
$4.37M ﹤0.01%
184,476
+46,105
1165
$4.36M ﹤0.01%
198,539
+59,797
1166
$4.36M ﹤0.01%
253,525
+10,051
1167
$4.36M ﹤0.01%
132,793
+11,534
1168
$4.36M ﹤0.01%
+567,649
1169
$4.35M ﹤0.01%
274,460
-91,074
1170
$4.34M ﹤0.01%
80,686
-25,200
1171
$4.34M ﹤0.01%
77,468
-67,156
1172
$4.25M ﹤0.01%
958,246
+79,616
1173
$4.25M ﹤0.01%
150,432
+128,274
1174
$4.24M ﹤0.01%
92,897
+4,456
1175
$4.23M ﹤0.01%
160,711
-3,932