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
$274B
AUM Growth
+$36.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,983
New
Increased
Reduced
Closed

Top Buys

1 +$17.3B
2 +$9.38B
3 +$3.02B
4
TSLA icon
Tesla
TSLA
+$1.33B
5
BNS icon
Scotiabank
BNS
+$757M

Top Sells

1 +$462M
2 +$328M
3 +$290M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$274M
5
MA icon
Mastercard
MA
+$245M

Sector Composition

1 Communication Services 26.76%
2 Consumer Discretionary 18.74%
3 Financials 14.81%
4 Technology 13.17%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$2.41M ﹤0.01%
64,136
-4,356
1402
$2.41M ﹤0.01%
7,321
-856
1403
$2.39M ﹤0.01%
15,535
-22,174
1404
$2.38M ﹤0.01%
56,967
+580
1405
$2.38M ﹤0.01%
147,895
-37,490
1406
$2.38M ﹤0.01%
137,139
+7,439
1407
$2.37M ﹤0.01%
45,340
-5,689
1408
$2.36M ﹤0.01%
159,148
-49,502
1409
$2.34M ﹤0.01%
35,461
-5,450
1410
$2.34M ﹤0.01%
261,396
+46,301
1411
$2.34M ﹤0.01%
41,345
+26,401
1412
$2.33M ﹤0.01%
75,420
+24,211
1413
$2.33M ﹤0.01%
39,977
+8,079
1414
$2.32M ﹤0.01%
78,490
+21,823
1415
$2.32M ﹤0.01%
+60,449
1416
$2.31M ﹤0.01%
92,234
+33,215
1417
$2.31M ﹤0.01%
8,668
+2,583
1418
$2.31M ﹤0.01%
+22,595
1419
$2.3M ﹤0.01%
59,197
-4,823
1420
$2.3M ﹤0.01%
17,663
-2,057
1421
$2.29M ﹤0.01%
220,616
+39,024
1422
$2.29M ﹤0.01%
+129,725
1423
$2.29M ﹤0.01%
56,266
-5,071
1424
$2.28M ﹤0.01%
29,391
-454
1425
$2.28M ﹤0.01%
+362,828