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
$100B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,950
New
Increased
Reduced
Closed

Top Buys

1 +$688M
2 +$435M
3 +$279M
4
MFC icon
Manulife Financial
MFC
+$258M
5
MSFT icon
Microsoft
MSFT
+$251M

Top Sells

1 +$469M
2 +$161M
3 +$135M
4
WFC icon
Wells Fargo
WFC
+$123M
5
ET icon
Energy Transfer Partners
ET
+$113M

Sector Composition

1 Financials 27.67%
2 Energy 11.84%
3 Industrials 8.45%
4 Communication Services 8.34%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$1.92M ﹤0.01%
65,712
-1,540
1452
$1.92M ﹤0.01%
60,200
+58,805
1453
$1.92M ﹤0.01%
69,182
-1,474
1454
$1.91M ﹤0.01%
29,705
+2,254
1455
$1.91M ﹤0.01%
212,342
-104,029
1456
$1.91M ﹤0.01%
89,378
-5,716
1457
$1.9M ﹤0.01%
32,798
+1,648
1458
$1.89M ﹤0.01%
+192,706
1459
$1.89M ﹤0.01%
49,775
-13,503
1460
$1.88M ﹤0.01%
154,574
-189,482
1461
$1.87M ﹤0.01%
75,462
-4,642
1462
$1.87M ﹤0.01%
22,290
+154
1463
$1.87M ﹤0.01%
33,927
+865
1464
$1.86M ﹤0.01%
59,741
-60,004
1465
$1.86M ﹤0.01%
40,724
-42,432
1466
$1.86M ﹤0.01%
2,109
-1,813
1467
$1.85M ﹤0.01%
49,471
-61,130
1468
$1.84M ﹤0.01%
27,301
-4,296
1469
$1.84M ﹤0.01%
+25,000
1470
$1.83M ﹤0.01%
1,093,261
+1,074,934
1471
$1.83M ﹤0.01%
62,872
-9,160
1472
$1.83M ﹤0.01%
46,880
+21,044
1473
$1.83M ﹤0.01%
52,190
+8,082
1474
$1.83M ﹤0.01%
76,265
+6,683
1475
$1.82M ﹤0.01%
46,336
+1,619