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
$308B
AUM Growth
+$33.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,873
New
Increased
Reduced
Closed

Top Buys

1 +$8.4B
2 +$6.78B
3 +$2.67B
4
AAPL icon
Apple
AAPL
+$1.45B
5
MSFT icon
Microsoft
MSFT
+$929M

Top Sells

1 +$1.35B
2 +$651M
3 +$567M
4
CNQ icon
Canadian Natural Resources
CNQ
+$499M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$462M

Sector Composition

1 Communication Services 25.57%
2 Consumer Discretionary 19.87%
3 Technology 14.68%
4 Financials 14.23%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$2.79M ﹤0.01%
11,567
-282
1227
$2.78M ﹤0.01%
12,583
+8
1228
$2.77M ﹤0.01%
172,449
+2,798
1229
$2.77M ﹤0.01%
96,644
+22,224
1230
$2.77M ﹤0.01%
64,848
-2,092
1231
$2.75M ﹤0.01%
18,635
+1,158
1232
$2.75M ﹤0.01%
52,184
+2,654
1233
$2.72M ﹤0.01%
28,154
-19,937
1234
$2.72M ﹤0.01%
+144,897
1235
$2.72M ﹤0.01%
29,333
-109,337
1236
$2.71M ﹤0.01%
22,201
+3,163
1237
$2.71M ﹤0.01%
73,766
-18,918
1238
$2.7M ﹤0.01%
9,054
-282
1239
$2.69M ﹤0.01%
24,338
-10,213
1240
$2.65M ﹤0.01%
24,525
-14,270
1241
$2.64M ﹤0.01%
215,826
-271,199
1242
$2.64M ﹤0.01%
137,194
+3,567
1243
$2.62M ﹤0.01%
64,285
+36,376
1244
$2.6M ﹤0.01%
25,602
-57,122
1245
$2.6M ﹤0.01%
88,673
-109,025
1246
$2.6M ﹤0.01%
+112,348
1247
$2.6M ﹤0.01%
173,594
+438
1248
$2.59M ﹤0.01%
126,199
+23,094
1249
$2.58M ﹤0.01%
50,734
+28,973
1250
$2.57M ﹤0.01%
49,265
+8,056