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
$201B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,642
New
Increased
Reduced
Closed

Top Buys

1 +$774M
2 +$354M
3 +$269M
4
ET icon
Energy Transfer Partners
ET
+$242M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$236M

Top Sells

1 +$1.98B
2 +$1.74B
3 +$1.02B
4
AMZN icon
Amazon
AMZN
+$761M
5
AAPL icon
Apple
AAPL
+$700M

Sector Composition

1 Financials 22.67%
2 Technology 21.85%
3 Communication Services 8.68%
4 Consumer Discretionary 7.18%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$1.28M ﹤0.01%
12,172
+123
1427
$1.28M ﹤0.01%
31,197
-2,311
1428
$1.28M ﹤0.01%
20,441
+1,255
1429
$1.27M ﹤0.01%
12,523
+1,285
1430
$1.27M ﹤0.01%
16,891
+1,633
1431
$1.27M ﹤0.01%
17,986
+5,407
1432
$1.27M ﹤0.01%
18,653
+602
1433
$1.27M ﹤0.01%
18,402
-7,204
1434
$1.26M ﹤0.01%
+49,894
1435
$1.26M ﹤0.01%
36,514
+2,462
1436
$1.26M ﹤0.01%
21,072
1437
$1.26M ﹤0.01%
+59,741
1438
$1.26M ﹤0.01%
10,636
+2,849
1439
$1.25M ﹤0.01%
78,950
+46,376
1440
$1.25M ﹤0.01%
131,702
-420,417
1441
$1.25M ﹤0.01%
8,554
+2,119
1442
$1.25M ﹤0.01%
47,459
+10,163
1443
$1.25M ﹤0.01%
21,053
+200
1444
$1.23M ﹤0.01%
21,768
-1,314
1445
$1.23M ﹤0.01%
31,781
+1,113
1446
$1.23M ﹤0.01%
11,951
+224
1447
$1.23M ﹤0.01%
31,042
+3,816
1448
$1.23M ﹤0.01%
13,071
+509
1449
$1.22M ﹤0.01%
+6,076
1450
$1.22M ﹤0.01%
12,756
+1,338