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
$71.8B
AUM Growth
+$8.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1 +$378M
2 +$215M
3 +$210M
4
MSFT icon
Microsoft
MSFT
+$200M
5
HAL icon
Halliburton
HAL
+$177M

Top Sells

1 +$336M
2 +$121M
3 +$118M
4
VLO icon
Valero Energy
VLO
+$92.4M
5
DDS icon
Dillards
DDS
+$89M

Sector Composition

1 Financials 30.38%
2 Energy 13.54%
3 Industrials 8.38%
4 Technology 7.59%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$150M 0.2%
3,701,596
+397,731
102
$149M 0.2%
1,939,390
+87,910
103
$146M 0.2%
2,715,033
+837,914
104
$146M 0.2%
9,366,157
+509,383
105
$143M 0.2%
805,719
+516,790
106
$140M 0.19%
16,256,938
-113,793
107
$140M 0.19%
1,211,307
+12,763
108
$137M 0.19%
3,885,713
-1,105,447
109
$137M 0.19%
3,277,776
+166,910
110
$135M 0.18%
3,197,157
+1,044,710
111
$134M 0.18%
5,047,545
-222,432
112
$133M 0.18%
3,392,617
-125,384
113
$133M 0.18%
2,777,425
+1,309,903
114
$130M 0.18%
2,272,703
+80,772
115
$130M 0.18%
1,571,312
+406,800
116
$128M 0.17%
2,501,984
-1,049,060
117
$128M 0.17%
2,293,628
+230,568
118
$128M 0.17%
2,176,609
+71,409
119
$127M 0.17%
6,280,971
-616,885
120
$126M 0.17%
28,705,027
-2,050,232
121
$125M 0.17%
1,546,523
+96,768
122
$124M 0.17%
1,650,350
+156,880
123
$124M 0.17%
2,270,113
+1,424,301
124
$122M 0.17%
1,293,538
+41,898
125
$120M 0.16%
5,217,209
+2,789,305