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
$103B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$263M
2 +$215M
3 +$207M
4
WCN icon
Waste Connections
WCN
+$199M
5
BX icon
Blackstone
BX
+$198M

Top Sells

1 +$795M
2 +$351M
3 +$298M
4
EOG icon
EOG Resources
EOG
+$258M
5
DFS
Discover Financial Services
DFS
+$191M

Sector Composition

1 Financials 26.44%
2 Energy 10.91%
3 Industrials 8.47%
4 Communication Services 8.03%
5 Technology 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$3.86M ﹤0.01%
99,296
+95,077
1202
$3.85M ﹤0.01%
190,306
-80,072
1203
$3.83M ﹤0.01%
82,410
+5,921
1204
$3.81M ﹤0.01%
173,505
-49,986
1205
$3.8M ﹤0.01%
87,266
+21,336
1206
$3.78M ﹤0.01%
202,783
+15,633
1207
$3.78M ﹤0.01%
76,896
+23,784
1208
$3.78M ﹤0.01%
137,411
-242
1209
$3.78M ﹤0.01%
22,594
+5,498
1210
$3.77M ﹤0.01%
144,432
+16,570
1211
$3.77M ﹤0.01%
36,358
+10,536
1212
$3.77M ﹤0.01%
108,496
-27,941
1213
$3.76M ﹤0.01%
164,643
-72,110
1214
$3.75M ﹤0.01%
105,018
-1,085,998
1215
$3.73M ﹤0.01%
+114,900
1216
$3.72M ﹤0.01%
43,481
-1,300
1217
$3.71M ﹤0.01%
191,148
-40,354
1218
$3.71M ﹤0.01%
111,728
-13,404
1219
$3.7M ﹤0.01%
210,000
1220
$3.7M ﹤0.01%
75,940
+4,299
1221
$3.69M ﹤0.01%
645,112
-1,861,943
1222
$3.68M ﹤0.01%
29,438
+17,764
1223
$3.66M ﹤0.01%
425,000
+423,500
1224
$3.63M ﹤0.01%
+1,130,367
1225
$3.62M ﹤0.01%
40,972
-6,854