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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$172M
3 +$164M
4
QSR icon
Restaurant Brands International
QSR
+$163M
5
INTC icon
Intel
INTC
+$160M

Top Sells

1 +$346M
2 +$242M
3 +$224M
4
MRK icon
Merck
MRK
+$223M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.31%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$1.51M ﹤0.01%
78,307
1352
$1.51M ﹤0.01%
34,935
+6,705
1353
$1.51M ﹤0.01%
135,192
-35,225
1354
$1.5M ﹤0.01%
53,714
-25,907
1355
$1.49M ﹤0.01%
276,306
-62,319
1356
$1.49M ﹤0.01%
45,860
+3,803
1357
$1.49M ﹤0.01%
89,184
+4,546
1358
$1.48M ﹤0.01%
11,228
-57,119
1359
$1.47M ﹤0.01%
98,186
+32,593
1360
$1.47M ﹤0.01%
157,375
-12,085
1361
$1.46M ﹤0.01%
60,090
-6,437
1362
$1.45M ﹤0.01%
36,548
+11,477
1363
$1.45M ﹤0.01%
45,435
-39,565
1364
$1.45M ﹤0.01%
38,553
-6,326
1365
$1.45M ﹤0.01%
+29,376
1366
$1.44M ﹤0.01%
171,410
-219,632
1367
$1.44M ﹤0.01%
28,359
-132,604
1368
$1.44M ﹤0.01%
21,055
1369
$1.44M ﹤0.01%
30,387
-630
1370
$1.43M ﹤0.01%
22,200
-24,990
1371
$1.42M ﹤0.01%
162,112
+19,777
1372
$1.42M ﹤0.01%
25,651
+2,704
1373
$1.42M ﹤0.01%
54,787
+6,934
1374
$1.41M ﹤0.01%
28,582
+22,432
1375
$1.41M ﹤0.01%
35,057