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
$118B
AUM Growth
+$8.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,605
New
Increased
Reduced
Closed

Top Buys

1 +$614M
2 +$320M
3 +$305M
4
RY icon
Royal Bank of Canada
RY
+$297M
5
CMCSA icon
Comcast
CMCSA
+$244M

Top Sells

1 +$1.43B
2 +$604M
3 +$345M
4
BA icon
Boeing
BA
+$178M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$162M

Sector Composition

1 Financials 26.42%
2 Technology 11.12%
3 Energy 9.09%
4 Communication Services 8.67%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$3.19M ﹤0.01%
95,628
-81,267
1302
$3.19M ﹤0.01%
920,425
-499,567
1303
$3.18M ﹤0.01%
144,004
+119,319
1304
$3.16M ﹤0.01%
42,933
+7,828
1305
$3.16M ﹤0.01%
72,768
-352,936
1306
$3.15M ﹤0.01%
98,120
+28,366
1307
$3.15M ﹤0.01%
132,291
+15,291
1308
$3.15M ﹤0.01%
116,185
-369
1309
$3.13M ﹤0.01%
208,782
+77,011
1310
$3.12M ﹤0.01%
229,800
+12,000
1311
$3.12M ﹤0.01%
384,141
-73,455
1312
$3.11M ﹤0.01%
60,776
-118,429
1313
$3.11M ﹤0.01%
224,000
+25,000
1314
$3.1M ﹤0.01%
525,000
1315
$3.1M ﹤0.01%
1,373
+320
1316
$3.09M ﹤0.01%
87,618
-41,894
1317
$3.08M ﹤0.01%
81,757
+34,107
1318
$3.08M ﹤0.01%
69,537
+1,743
1319
$3.08M ﹤0.01%
1,337,879
+700,002
1320
$3.07M ﹤0.01%
86,613
-2,167
1321
$3.06M ﹤0.01%
130,075
+30,429
1322
$3.06M ﹤0.01%
93,828
+4,163
1323
$3.06M ﹤0.01%
47,036
+11,539
1324
$3.05M ﹤0.01%
235,015
-202,544
1325
$3.05M ﹤0.01%
26,517
-13,588