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
$103B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$263M
2 +$215M
3 +$207M
4
WCN icon
Waste Connections
WCN
+$199M
5
BX icon
Blackstone
BX
+$198M

Top Sells

1 +$795M
2 +$351M
3 +$298M
4
EOG icon
EOG Resources
EOG
+$258M
5
DFS
Discover Financial Services
DFS
+$191M

Sector Composition

1 Financials 26.44%
2 Energy 10.91%
3 Industrials 8.47%
4 Communication Services 8.03%
5 Technology 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$3.15M ﹤0.01%
874,254
+16,535
1302
$3.15M ﹤0.01%
133,786
+126,400
1303
$3.13M ﹤0.01%
131,769
+131,600
1304
$3.12M ﹤0.01%
168,294
+75,133
1305
$3.11M ﹤0.01%
111,736
-5,642
1306
$3.11M ﹤0.01%
62,049
+11,764
1307
$3.09M ﹤0.01%
178,100
+18,117
1308
$3.09M ﹤0.01%
35,910
-8,935
1309
$3.08M ﹤0.01%
229,000
+225,000
1310
$3.07M ﹤0.01%
230,898
1311
$3.06M ﹤0.01%
94,689
-9,139
1312
$3.06M ﹤0.01%
131,170
+127,050
1313
$3.05M ﹤0.01%
49,711
-5,946
1314
$3.04M ﹤0.01%
53,326
-169,584
1315
$3.04M ﹤0.01%
132,219
+80,954
1316
$3.03M ﹤0.01%
61,767
+5,463
1317
$3.02M ﹤0.01%
111,442
+83,645
1318
$3.02M ﹤0.01%
101,823
-3,393
1319
$3.02M ﹤0.01%
+149,840
1320
$3.01M ﹤0.01%
322,545
+320,995
1321
$3.01M ﹤0.01%
24,832
-145
1322
$3M ﹤0.01%
69,499
-12,951
1323
$2.97M ﹤0.01%
143,158
+134,050
1324
$2.97M ﹤0.01%
87,576
-25,622
1325
$2.97M ﹤0.01%
129,897
-246,478