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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$542M
2 +$181M
3 +$159M
4
CTXS
Citrix Systems Inc
CTXS
+$158M
5
BA icon
Boeing
BA
+$145M

Top Sells

1 +$193M
2 +$166M
3 +$162M
4
TD icon
Toronto Dominion Bank
TD
+$150M
5
MHK icon
Mohawk Industries
MHK
+$149M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$1.48M ﹤0.01%
35,016
+6,434
1377
$1.48M ﹤0.01%
43,050
-2,350
1378
$1.47M ﹤0.01%
49,818
-40,813
1379
$1.47M ﹤0.01%
25,671
-988
1380
$1.47M ﹤0.01%
47,285
+4,819
1381
$1.46M ﹤0.01%
177,924
-96,690
1382
$1.46M ﹤0.01%
24,708
+68
1383
$1.46M ﹤0.01%
+57,047
1384
$1.46M ﹤0.01%
63,911
+10,211
1385
$1.45M ﹤0.01%
32,590
-8,425
1386
$1.45M ﹤0.01%
41,105
-5,358
1387
$1.45M ﹤0.01%
53,441
-273
1388
$1.44M ﹤0.01%
123,453
+118,398
1389
$1.44M ﹤0.01%
46,875
+29,271
1390
$1.44M ﹤0.01%
22,820
+3,421
1391
$1.44M ﹤0.01%
8,392
-72,474
1392
$1.44M ﹤0.01%
34,525
+951
1393
$1.43M ﹤0.01%
70,752
-26,662
1394
$1.43M ﹤0.01%
42,387
+6,070
1395
$1.42M ﹤0.01%
113,491
-29,812
1396
$1.42M ﹤0.01%
36,250
+1,315
1397
$1.42M ﹤0.01%
93,400
1398
$1.42M ﹤0.01%
72,084
+55,490
1399
$1.41M ﹤0.01%
31,057
+12,144
1400
$1.41M ﹤0.01%
23,277
-8,542