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
1401
$1.31M ﹤0.01%
56,245
+2,715
1402
$1.3M ﹤0.01%
22,404
+2,108
1403
$1.3M ﹤0.01%
30,353
+2,127
1404
$1.3M ﹤0.01%
100,819
+80,574
1405
$1.29M ﹤0.01%
20,990
-1,939
1406
$1.29M ﹤0.01%
63,306
+1,790
1407
$1.29M ﹤0.01%
527,642
+76,100
1408
$1.28M ﹤0.01%
22,559
+6,475
1409
$1.28M ﹤0.01%
42,833
-15,667
1410
$1.28M ﹤0.01%
44,933
-17,801
1411
$1.28M ﹤0.01%
10,274
+4,915
1412
$1.26M ﹤0.01%
93,400
+13,400
1413
$1.26M ﹤0.01%
23,280
+13,883
1414
$1.25M ﹤0.01%
54,617
+31,892
1415
$1.25M ﹤0.01%
70,605
+28,192
1416
$1.25M ﹤0.01%
44,519
-3,828
1417
$1.25M ﹤0.01%
+11,800
1418
$1.25M ﹤0.01%
19,399
-1,347
1419
$1.24M ﹤0.01%
322,826
-51,532
1420
$1.23M ﹤0.01%
17,817
-4,224
1421
$1.23M ﹤0.01%
53,700
-73,949
1422
$1.23M ﹤0.01%
227,121
+10,449
1423
$1.23M ﹤0.01%
306,622
+56,873
1424
$1.23M ﹤0.01%
45,494
+44,611
1425
$1.23M ﹤0.01%
22,809
+2,924