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
$82B
AUM Growth
+$6.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,250
New
Increased
Reduced
Closed

Top Buys

1 +$364M
2 +$198M
3 +$164M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$150M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$130M

Top Sells

1 +$295M
2 +$211M
3 +$149M
4
BIN
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
+$124M
5
DOX icon
Amdocs
DOX
+$118M

Sector Composition

1 Financials 26.49%
2 Energy 11.32%
3 Communication Services 9.06%
4 Industrials 8.27%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$170M 0.19%
2,036,647
-21,048
102
$169M 0.19%
1,947,150
+425,895
103
$168M 0.19%
3,135,096
-91,115
104
$166M 0.19%
13,224,047
+1,717,525
105
$163M 0.19%
5,164,692
-157,001
106
$159M 0.18%
2,125,327
-371,724
107
$158M 0.18%
1,785,645
+734,540
108
$158M 0.18%
6,332,070
+507,173
109
$155M 0.18%
2,103,786
+1,080,503
110
$153M 0.17%
7,965,018
+212,174
111
$152M 0.17%
902,225
+176,188
112
$151M 0.17%
1,313,683
+269
113
$149M 0.17%
2,331,046
+320,548
114
$146M 0.17%
2,652,639
+1,562,234
115
$143M 0.16%
1,671,327
+156,767
116
$141M 0.16%
1,618,861
+233,081
117
$141M 0.16%
4,974,202
+2,537,192
118
$135M 0.15%
924,382
+205,008
119
$133M 0.15%
1,905,729
+319,624
120
$131M 0.15%
1,871,622
+305,280
121
$130M 0.15%
833,648
+675,833
122
$129M 0.15%
2,854,541
+80,237
123
$127M 0.15%
3,297,954
+93,952
124
$127M 0.15%
2,803,886
+165,823
125
$126M 0.14%
5,277,230
+227,010