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
$110B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,584
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$494M
3 +$222M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$202M
5
TSG
The Stars Group Inc.
TSG
+$188M

Top Sells

1 +$729M
2 +$361M
3 +$267M
4
NFLX icon
Netflix
NFLX
+$215M
5
HD icon
Home Depot
HD
+$201M

Sector Composition

1 Financials 25.84%
2 Technology 11.24%
3 Energy 9.79%
4 Communication Services 8.89%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$3.82M ﹤0.01%
94,372
-4,046
1202
$3.8M ﹤0.01%
144,616
+17,695
1203
$3.8M ﹤0.01%
65,407
+13,290
1204
$3.78M ﹤0.01%
45,730
+2,495
1205
$3.78M ﹤0.01%
85,235
+42,236
1206
$3.78M ﹤0.01%
93,466
-7,166
1207
$3.77M ﹤0.01%
138,412
-4,490
1208
$3.77M ﹤0.01%
186,660
+724
1209
$3.77M ﹤0.01%
19,048
-626
1210
$3.76M ﹤0.01%
28,771
-1,432
1211
$3.75M ﹤0.01%
97,653
+60,199
1212
$3.72M ﹤0.01%
151,217
-23,430
1213
$3.71M ﹤0.01%
81,574
+33,574
1214
$3.7M ﹤0.01%
24
+22
1215
$3.7M ﹤0.01%
234,000
1216
$3.7M ﹤0.01%
29,627
+1,231
1217
$3.69M ﹤0.01%
75,584
-15,151
1218
$3.68M ﹤0.01%
82,464
+21,895
1219
$3.67M ﹤0.01%
192,475
+1,697
1220
$3.65M ﹤0.01%
3,369
-269
1221
$3.65M ﹤0.01%
33,925
+1,509
1222
$3.65M ﹤0.01%
78,252
-14,100
1223
$3.65M ﹤0.01%
52,108
+50,002
1224
$3.63M ﹤0.01%
316,000
1225
$3.63M ﹤0.01%
49,519
+42,949