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
1301
$3.43M ﹤0.01%
350,000
1302
$3.43M ﹤0.01%
350,014
+14
1303
$3.41M ﹤0.01%
24,752
+199
1304
$3.41M ﹤0.01%
53,798
+5,926
1305
$3.39M ﹤0.01%
67,739
-1,111
1306
$3.38M ﹤0.01%
878,119
-9,270
1307
$3.37M ﹤0.01%
18,239
-11,472
1308
$3.37M ﹤0.01%
19,869
-50,045
1309
$3.34M ﹤0.01%
109,576
-11,978
1310
$3.33M ﹤0.01%
495,648
-4,723
1311
$3.32M ﹤0.01%
32,352
-650
1312
$3.31M ﹤0.01%
37,421
+28,289
1313
$3.31M ﹤0.01%
25,074
+10,956
1314
$3.3M ﹤0.01%
79,552
-13,915
1315
$3.3M ﹤0.01%
6,891
-49,747
1316
$3.3M ﹤0.01%
26,588
-36,692
1317
$3.28M ﹤0.01%
27,410
-15,372
1318
$3.28M ﹤0.01%
+178,211
1319
$3.28M ﹤0.01%
221,434
+165,964
1320
$3.28M ﹤0.01%
540,501
-2,001,827
1321
$3.26M ﹤0.01%
171,202
-71,278
1322
$3.26M ﹤0.01%
326,829
1323
$3.26M ﹤0.01%
332,540
1324
$3.25M ﹤0.01%
36,266
-16
1325
$3.25M ﹤0.01%
34,002
-8,996