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
$108B
AUM Growth
+$5.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$665M
2 +$260M
3 +$240M
4
DD icon
DuPont de Nemours
DD
+$238M
5
GM icon
General Motors
GM
+$196M

Top Sells

1 +$286M
2 +$282M
3 +$236M
4
RAI
Reynolds American Inc
RAI
+$229M
5
APD icon
Air Products & Chemicals
APD
+$211M

Sector Composition

1 Financials 27.03%
2 Energy 10.82%
3 Technology 8.75%
4 Industrials 8.61%
5 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$3.37M ﹤0.01%
139,821
-4,458
1277
$3.37M ﹤0.01%
68,652
-847
1278
$3.36M ﹤0.01%
318,000
1279
$3.35M ﹤0.01%
55,068
+45,767
1280
$3.31M ﹤0.01%
207,071
+146,305
1281
$3.31M ﹤0.01%
207,000
1282
$3.29M ﹤0.01%
60,965
+52,883
1283
$3.29M ﹤0.01%
58,712
+11,158
1284
$3.28M ﹤0.01%
218,081
+71,781
1285
$3.28M ﹤0.01%
27,450
+1,942
1286
$3.27M ﹤0.01%
91,013
+62,163
1287
$3.26M ﹤0.01%
454,580
-7,245
1288
$3.24M ﹤0.01%
24,287
-152
1289
$3.24M ﹤0.01%
248,000
1290
$3.23M ﹤0.01%
15,629
+5,425
1291
$3.23M ﹤0.01%
100,838
+22,157
1292
$3.23M ﹤0.01%
74,884
+1,036
1293
$3.22M ﹤0.01%
65,876
+9,115
1294
$3.21M ﹤0.01%
201,000
-6,155
1295
$3.21M ﹤0.01%
203,194
+126,000
1296
$3.21M ﹤0.01%
187,634
-75,212
1297
$3.21M ﹤0.01%
118,816
+9,221
1298
$3.2M ﹤0.01%
81,561
-26,935
1299
$3.2M ﹤0.01%
200,000
+72,303
1300
$3.18M ﹤0.01%
42,094
+6,184