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
$110B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,584
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$494M
3 +$222M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$202M
5
TSG
The Stars Group Inc.
TSG
+$188M

Top Sells

1 +$729M
2 +$361M
3 +$267M
4
NFLX icon
Netflix
NFLX
+$215M
5
HD icon
Home Depot
HD
+$201M

Sector Composition

1 Financials 25.84%
2 Technology 11.24%
3 Energy 9.79%
4 Communication Services 8.89%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$2.51M ﹤0.01%
41,326
+35,473
1402
$2.5M ﹤0.01%
101,305
-7,293
1403
$2.5M ﹤0.01%
62,174
+3,162
1404
$2.5M ﹤0.01%
14,105
-667
1405
$2.49M ﹤0.01%
20,055
+17,844
1406
$2.49M ﹤0.01%
146,676
-12,304
1407
$2.49M ﹤0.01%
29,896
-57,052
1408
$2.48M ﹤0.01%
101,353
-3,498
1409
$2.47M ﹤0.01%
96,191
-17,383
1410
$2.47M ﹤0.01%
60,253
+59,618
1411
$2.46M ﹤0.01%
35,675
-23,559
1412
$2.45M ﹤0.01%
328,467
+62,867
1413
$2.44M ﹤0.01%
38,801
-1,593
1414
$2.44M ﹤0.01%
108,035
-60,546
1415
$2.44M ﹤0.01%
33,456
-64,700
1416
$2.43M ﹤0.01%
225,000
1417
$2.43M ﹤0.01%
45,706
+1,595
1418
$2.43M ﹤0.01%
102,165
+82,819
1419
$2.43M ﹤0.01%
166,835
+59,783
1420
$2.42M ﹤0.01%
18,115
+4,203
1421
$2.42M ﹤0.01%
25,401
-3,514
1422
$2.41M ﹤0.01%
+11,232
1423
$2.4M ﹤0.01%
139,510
+33,119
1424
$2.4M ﹤0.01%
50,181
+24,468
1425
$2.38M ﹤0.01%
46,527
-2,329