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
1326
$2.96M ﹤0.01%
316,270
+20,800
1327
$2.96M ﹤0.01%
63,891
+6,447
1328
$2.95M ﹤0.01%
44,073
-5,889
1329
$2.95M ﹤0.01%
204,617
-110,641
1330
$2.95M ﹤0.01%
40,194
-82,104
1331
$2.95M ﹤0.01%
25,045
+1,999
1332
$2.94M ﹤0.01%
93,394
-9,442
1333
$2.94M ﹤0.01%
119,243
-58,160
1334
$2.92M ﹤0.01%
33,546
-3,690
1335
$2.91M ﹤0.01%
104,165
+475
1336
$2.91M ﹤0.01%
52,956
+9,244
1337
$2.9M ﹤0.01%
59,230
+263
1338
$2.9M ﹤0.01%
82,716
+81,609
1339
$2.89M ﹤0.01%
30,505
+27,373
1340
$2.89M ﹤0.01%
44,272
-4,458
1341
$2.89M ﹤0.01%
76,154
-8,314
1342
$2.88M ﹤0.01%
1,196,629
-2,114,029
1343
$2.87M ﹤0.01%
146,840
-1,057
1344
$2.87M ﹤0.01%
36,639
-10,909
1345
$2.84M ﹤0.01%
37,811
-9,759
1346
$2.83M ﹤0.01%
58,018
-24,728
1347
$2.83M ﹤0.01%
159,313
-78,896
1348
$2.82M ﹤0.01%
84,759
-135
1349
$2.82M ﹤0.01%
53,267
+52,141
1350
$2.81M ﹤0.01%
176,464
+17,174