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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$542M
2 +$181M
3 +$159M
4
CTXS
Citrix Systems Inc
CTXS
+$158M
5
BA icon
Boeing
BA
+$145M

Top Sells

1 +$193M
2 +$166M
3 +$162M
4
TD icon
Toronto Dominion Bank
TD
+$150M
5
MHK icon
Mohawk Industries
MHK
+$149M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$2.16M ﹤0.01%
48,855
-5,542
1252
$2.15M ﹤0.01%
59,780
+3,832
1253
$2.13M ﹤0.01%
54,425
+1,557
1254
$2.12M ﹤0.01%
91,648
+11,137
1255
$2.12M ﹤0.01%
58,420
+16,720
1256
$2.11M ﹤0.01%
91,205
-262,364
1257
$2.11M ﹤0.01%
86,285
-12,990
1258
$2.11M ﹤0.01%
58,821
+13,311
1259
$2.1M ﹤0.01%
357,516
-7,038
1260
$2.09M ﹤0.01%
16,335
+1,737
1261
$2.08M ﹤0.01%
84,394
+16,171
1262
$2.08M ﹤0.01%
41,675
-1,180
1263
$2.08M ﹤0.01%
84,648
+77,783
1264
$2.07M ﹤0.01%
16,648
+873
1265
$2.07M ﹤0.01%
122,214
+69
1266
$2.06M ﹤0.01%
73,457
-4,812
1267
$2.06M ﹤0.01%
81,828
-4,476
1268
$2.05M ﹤0.01%
57,308
-20,208
1269
$2.05M ﹤0.01%
175,064
+124,632
1270
$2.04M ﹤0.01%
23,329
+814
1271
$2.02M ﹤0.01%
77,789
-7,897
1272
$2.02M ﹤0.01%
58,100
-333,003
1273
$2.01M ﹤0.01%
125,027
-10,403
1274
$2M ﹤0.01%
30,099
-1,405
1275
$1.99M ﹤0.01%
67,589
-46,199