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
$81.3B
AUM Growth
-$44.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,485
New
Increased
Reduced
Closed

Top Buys

1 +$415M
2 +$160M
3 +$138M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$99.5M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$85.8M

Top Sells

1 +$1.21B
2 +$631M
3 +$630M
4
AAPL icon
Apple
AAPL
+$454M
5
MSFT icon
Microsoft
MSFT
+$309M

Sector Composition

1 Financials 25.33%
2 Technology 12.85%
3 Healthcare 9.11%
4 Industrials 8.89%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$2.65M ﹤0.01%
41,591
-5,243
1177
$2.65M ﹤0.01%
164,781
-94,383
1178
$2.65M ﹤0.01%
396,551
-376,202
1179
$2.64M ﹤0.01%
96,722
-155,632
1180
$2.64M ﹤0.01%
593,387
-100,117
1181
$2.64M ﹤0.01%
50,127
-39,199
1182
$2.63M ﹤0.01%
96,384
-36,184
1183
$2.63M ﹤0.01%
130,489
-19,622
1184
$2.62M ﹤0.01%
631,067
-1,115,398
1185
$2.61M ﹤0.01%
53,823
-3,021
1186
$2.61M ﹤0.01%
132,867
-56,285
1187
$2.6M ﹤0.01%
123,592
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1188
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40,925
-6,737
1189
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133,306
+14,583
1190
$2.6M ﹤0.01%
253,224
+31,686
1191
$2.59M ﹤0.01%
10,473
-12,424
1192
$2.59M ﹤0.01%
429,647
-66,444
1193
$2.58M ﹤0.01%
356,339
-54,617
1194
$2.58M ﹤0.01%
306,853
-589,985
1195
$2.58M ﹤0.01%
25,355
-17,966
1196
$2.57M ﹤0.01%
286,655
+214,619
1197
$2.56M ﹤0.01%
136,407
-162,624
1198
$2.56M ﹤0.01%
250,000
-200,000
1199
$2.55M ﹤0.01%
879,676
+187,681
1200
$2.54M ﹤0.01%
79,636
-24,456