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
-$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,098
New
Increased
Reduced
Closed

Top Buys

1 +$848M
2 +$529M
3 +$435M
4
NFLX icon
Netflix
NFLX
+$339M
5
AMZN icon
Amazon
AMZN
+$294M

Top Sells

1 +$600M
2 +$434M
3 +$368M
4
AGU
Agrium
AGU
+$329M
5
AABA
Altaba Inc
AABA
+$252M

Sector Composition

1 Financials 27.36%
2 Technology 10.5%
3 Energy 9.09%
4 Communication Services 8.8%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$2.05M ﹤0.01%
113,574
+12,124
1452
$2.04M ﹤0.01%
44,733
+42,795
1453
$2.04M ﹤0.01%
176,000
-44,000
1454
$2.04M ﹤0.01%
40,376
+2,238
1455
$2.04M ﹤0.01%
41,652
-60,902
1456
$2.04M ﹤0.01%
79,939
+23,386
1457
$2.02M ﹤0.01%
55,562
+13,475
1458
$2.02M ﹤0.01%
24,410
-1,307
1459
$2.01M ﹤0.01%
28,915
-7,073
1460
$2.01M ﹤0.01%
158,143
-16,178
1461
$2M ﹤0.01%
48,901
-10,118
1462
$1.99M ﹤0.01%
255,000
+39,000
1463
$1.99M ﹤0.01%
69,156
-4,679
1464
$1.99M ﹤0.01%
66,466
+17,611
1465
$1.97M ﹤0.01%
49,970
+7,931
1466
$1.97M ﹤0.01%
73,871
-5,319
1467
$1.96M ﹤0.01%
40,330
+18,141
1468
$1.95M ﹤0.01%
25,340
+287
1469
$1.95M ﹤0.01%
+29,579
1470
$1.94M ﹤0.01%
17,580
+6,485
1471
$1.94M ﹤0.01%
180,000
+10,000
1472
$1.93M ﹤0.01%
90,891
+67,114
1473
$1.92M ﹤0.01%
71,962
-124
1474
$1.92M ﹤0.01%
151,200
-6,900
1475
$1.92M ﹤0.01%
700,324
-52,247