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
+$10.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,538
New
Increased
Reduced
Closed

Top Buys

1 +$610M
2 +$396M
3 +$352M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$330M
5
AABA
Altaba Inc
AABA
+$313M

Top Sells

1 +$1.42B
2 +$883M
3 +$472M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$388M
5
MSFT icon
Microsoft
MSFT
+$273M

Sector Composition

1 Financials 26.59%
2 Technology 11.79%
3 Energy 10.1%
4 Communication Services 8.36%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$3.68M ﹤0.01%
95,515
+5,905
1177
$3.68M ﹤0.01%
26,666
-7,978
1178
$3.66M ﹤0.01%
465,000
+216,919
1179
$3.66M ﹤0.01%
115,898
+109,318
1180
$3.66M ﹤0.01%
72,358
-48,543
1181
$3.65M ﹤0.01%
255,444
-32,085
1182
$3.64M ﹤0.01%
299,931
+8,838
1183
$3.64M ﹤0.01%
35,239
1184
$3.62M ﹤0.01%
166,220
+77,694
1185
$3.61M ﹤0.01%
19,437
+1,939
1186
$3.58M ﹤0.01%
39,644
+2,962
1187
$3.58M ﹤0.01%
123,953
-33,919
1188
$3.58M ﹤0.01%
144,145
+67,745
1189
$3.57M ﹤0.01%
64,291
-32,967
1190
$3.56M ﹤0.01%
165,067
-217,733
1191
$3.55M ﹤0.01%
27,364
+34
1192
$3.54M ﹤0.01%
513,451
-42,627
1193
$3.52M ﹤0.01%
140,970
+108,628
1194
$3.52M ﹤0.01%
134,115
+16,319
1195
$3.51M ﹤0.01%
86,821
-6,631
1196
$3.5M ﹤0.01%
979,124
+11,520
1197
$3.5M ﹤0.01%
25,428
+14,838
1198
$3.5M ﹤0.01%
201,291
+144,688
1199
$3.5M ﹤0.01%
70,091
-3,114
1200
$3.49M ﹤0.01%
1,755,608
-1,613,915