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
$205B
AUM Growth
+$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,833
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$502M
3 +$460M
4
ENB icon
Enbridge
ENB
+$343M
5
DIS icon
Walt Disney
DIS
+$319M

Top Sells

1 +$661M
2 +$460M
3 +$379M
4
AMD icon
Advanced Micro Devices
AMD
+$362M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$324M

Sector Composition

1 Financials 25.45%
2 Technology 16.97%
3 Communication Services 8.55%
4 Industrials 8.1%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$5.59M ﹤0.01%
129,455
-817
1377
$5.58M ﹤0.01%
1,255,324
+132,610
1378
$5.57M ﹤0.01%
2,834
1379
$5.55M ﹤0.01%
225,437
-374,381
1380
$5.55M ﹤0.01%
126,006
-5,380
1381
$5.53M ﹤0.01%
327,016
-988
1382
$5.53M ﹤0.01%
60,937
+40,621
1383
$5.52M ﹤0.01%
241,516
-7,394
1384
$5.51M ﹤0.01%
122,411
-305,860
1385
$5.5M ﹤0.01%
119,444
+8,438
1386
$5.49M ﹤0.01%
180,122
-129,322
1387
$5.48M ﹤0.01%
60,507
+3,093
1388
$5.48M ﹤0.01%
35,011
+690
1389
$5.48M ﹤0.01%
1,001,543
-212,221
1390
$5.48M ﹤0.01%
168,869
-6,726
1391
$5.44M ﹤0.01%
550,000
1392
$5.41M ﹤0.01%
+46,663
1393
$5.4M ﹤0.01%
59,045
-50,827
1394
$5.4M ﹤0.01%
783,636
+46,554
1395
$5.39M ﹤0.01%
87,275
+10,450
1396
$5.38M ﹤0.01%
153,973
+65,216
1397
$5.37M ﹤0.01%
+164,255
1398
$5.37M ﹤0.01%
+204,167
1399
$5.36M ﹤0.01%
55,157
+32,762
1400
$5.36M ﹤0.01%
35,605
+6,496