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
$110B
AUM Growth
+$7.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,511
New
Increased
Reduced
Closed

Top Buys

1 +$621M
2 +$280M
3 +$263M
4
BA icon
Boeing
BA
+$233M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

1 +$761M
2 +$408M
3 +$314M
4
NTR icon
Nutrien
NTR
+$193M
5
IAU icon
iShares Gold Trust
IAU
+$185M

Sector Composition

1 Financials 25.31%
2 Technology 15.35%
3 Industrials 9.39%
4 Communication Services 8.88%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$1.83M ﹤0.01%
62,095
-4,710
1452
$1.83M ﹤0.01%
5,578
-139
1453
$1.83M ﹤0.01%
31,526
-44,562
1454
$1.82M ﹤0.01%
28,675
+18,737
1455
$1.81M ﹤0.01%
66,933
-217
1456
$1.8M ﹤0.01%
147,496
-60,941
1457
$1.8M ﹤0.01%
36,717
-53,908
1458
$1.79M ﹤0.01%
22,334
+1,500
1459
$1.79M ﹤0.01%
109,786
-41,098
1460
$1.79M ﹤0.01%
244,807
+31,227
1461
$1.79M ﹤0.01%
17,581
+4,664
1462
$1.77M ﹤0.01%
144,422
+143
1463
$1.77M ﹤0.01%
35,589
-2,316
1464
$1.76M ﹤0.01%
54,894
-6,789
1465
$1.76M ﹤0.01%
89,095
-194
1466
$1.76M ﹤0.01%
363,500
-855,876
1467
$1.76M ﹤0.01%
52,146
+44,250
1468
$1.75M ﹤0.01%
34,571
-2,290
1469
$1.75M ﹤0.01%
11,879
-41,906
1470
$1.74M ﹤0.01%
184,808
+66,371
1471
$1.74M ﹤0.01%
39,023
-178,631
1472
$1.73M ﹤0.01%
65,409
-751
1473
$1.73M ﹤0.01%
144,439
+117,494
1474
$1.7M ﹤0.01%
101,778
+2,707
1475
$1.69M ﹤0.01%
131,213
+70,174