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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$2.04M ﹤0.01%
258,829
-33,157
1427
$2.04M ﹤0.01%
22,720
+4,917
1428
$2.03M ﹤0.01%
26,969
+1,589
1429
$2.03M ﹤0.01%
132,631
+14,689
1430
$2.03M ﹤0.01%
24,202
+2,710
1431
$2.03M ﹤0.01%
6,451
-2,487
1432
$2.02M ﹤0.01%
37,709
-1,444
1433
$2.02M ﹤0.01%
78,188
-4,515
1434
$2.02M ﹤0.01%
16,377
+664
1435
$2.02M ﹤0.01%
16,853
-4,275
1436
$2.02M ﹤0.01%
218,551
-351,508
1437
$2.01M ﹤0.01%
81,587
-8,857
1438
$2.01M ﹤0.01%
19,243
+4,301
1439
$2M ﹤0.01%
21,112
+19,761
1440
$1.99M ﹤0.01%
25,776
+2,606
1441
$1.99M ﹤0.01%
21,802
+442
1442
$1.98M ﹤0.01%
195,000
1443
$1.98M ﹤0.01%
17,180
-4,014
1444
$1.98M ﹤0.01%
60,759
+2,525
1445
$1.97M ﹤0.01%
12,165
-6,496
1446
$1.97M ﹤0.01%
21,815
+3,203
1447
$1.97M ﹤0.01%
31,490
-26,997
1448
$1.96M ﹤0.01%
66,725
-14,200
1449
$1.96M ﹤0.01%
49,441
-2,273
1450
$1.96M ﹤0.01%
69,540
-15,648