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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$172M
3 +$164M
4
QSR icon
Restaurant Brands International
QSR
+$163M
5
INTC icon
Intel
INTC
+$160M

Top Sells

1 +$346M
2 +$242M
3 +$224M
4
MRK icon
Merck
MRK
+$223M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.31%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$2M ﹤0.01%
32,170
+4,344
1252
$2M ﹤0.01%
958,522
+85,827
1253
$1.99M ﹤0.01%
68,223
+39,210
1254
$1.99M ﹤0.01%
17,512
-16,554
1255
$1.99M ﹤0.01%
36,763
-42,655
1256
$1.98M ﹤0.01%
36,728
+11,998
1257
$1.98M ﹤0.01%
134,892
+18,039
1258
$1.97M ﹤0.01%
93,957
+1,489
1259
$1.97M ﹤0.01%
18,337
+3,404
1260
$1.95M ﹤0.01%
37,130
-2,273
1261
$1.95M ﹤0.01%
47,698
+8,169
1262
$1.95M ﹤0.01%
28,673
+8,058
1263
$1.94M ﹤0.01%
80,511
-10,184
1264
$1.94M ﹤0.01%
445,942
1265
$1.94M ﹤0.01%
240,300
1266
$1.94M ﹤0.01%
85,686
+13,718
1267
$1.9M ﹤0.01%
31,534
+4,496
1268
$1.89M ﹤0.01%
29,228
-2,262
1269
$1.88M ﹤0.01%
78,269
+8,544
1270
$1.88M ﹤0.01%
47,830
+45,530
1271
$1.87M ﹤0.01%
6,316
-197
1272
$1.86M ﹤0.01%
77,155
-23,195
1273
$1.86M ﹤0.01%
59,576
-1,671
1274
$1.85M ﹤0.01%
86,280
+53,093
1275
$1.85M ﹤0.01%
95,940
-7,445