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
$176B
AUM Growth
-$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,860
New
Increased
Reduced
Closed

Top Buys

1 +$498M
2 +$392M
3 +$252M
4
ADBE icon
Adobe
ADBE
+$225M
5
BA icon
Boeing
BA
+$199M

Top Sells

1 +$3.24B
2 +$1.69B
3 +$680M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$647M
5
V icon
Visa
V
+$573M

Sector Composition

1 Financials 23.35%
2 Technology 19.16%
3 Communication Services 9.23%
4 Industrials 8.06%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$4.05M ﹤0.01%
+165,714
1252
$4.03M ﹤0.01%
76,226
-14,289
1253
$4.01M ﹤0.01%
60,415
+7,264
1254
$3.97M ﹤0.01%
571,571
-174,013
1255
$3.96M ﹤0.01%
17,508
-524
1256
$3.95M ﹤0.01%
2,420,157
+78,166
1257
$3.91M ﹤0.01%
64,175
+32,658
1258
$3.91M ﹤0.01%
612,617
+43,622
1259
$3.9M ﹤0.01%
398,181
+50,000
1260
$3.87M ﹤0.01%
128,082
-2,561
1261
$3.85M ﹤0.01%
33,828
-908
1262
$3.85M ﹤0.01%
370,000
1263
$3.85M ﹤0.01%
119,091
+865
1264
$3.85M ﹤0.01%
+388,700
1265
$3.84M ﹤0.01%
64,669
+1,575
1266
$3.84M ﹤0.01%
229,734
+100,671
1267
$3.84M ﹤0.01%
14,694
+563
1268
$3.83M ﹤0.01%
104,915
-13,485
1269
$3.83M ﹤0.01%
388,000
+138,000
1270
$3.77M ﹤0.01%
206,802
-6,030
1271
$3.76M ﹤0.01%
380,580
1272
$3.76M ﹤0.01%
223,172
-1,729,728
1273
$3.75M ﹤0.01%
184,618
-3,134,478
1274
$3.74M ﹤0.01%
108,105
-222
1275
$3.74M ﹤0.01%
+394,565