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
$135B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,650
New
Increased
Reduced
Closed

Top Buys

1 +$789M
2 +$641M
3 +$596M
4
MSFT icon
Microsoft
MSFT
+$585M
5
AMZN icon
Amazon
AMZN
+$523M

Sector Composition

1 Financials 24.6%
2 Technology 16%
3 Industrials 8.97%
4 Communication Services 8.68%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$2.42M ﹤0.01%
35,419
-5,785
1452
$2.42M ﹤0.01%
6,179
+2,953
1453
$2.42M ﹤0.01%
157,434
+2,550
1454
$2.42M ﹤0.01%
168,639
+14,692
1455
$2.41M ﹤0.01%
47,360
+3,081
1456
$2.4M ﹤0.01%
179,079
+61,072
1457
$2.39M ﹤0.01%
22,303
+195
1458
$2.39M ﹤0.01%
10,247
-3,288
1459
$2.37M ﹤0.01%
81,261
-16,603
1460
$2.37M ﹤0.01%
266,538
-46,198
1461
$2.36M ﹤0.01%
152,150
+35,385
1462
$2.35M ﹤0.01%
30,148
+22,913
1463
$2.35M ﹤0.01%
139,194
+104,384
1464
$2.35M ﹤0.01%
12,379
+5,315
1465
$2.34M ﹤0.01%
36,946
+11,070
1466
$2.34M ﹤0.01%
62,757
+62,142
1467
$2.32M ﹤0.01%
109,827
+40,237
1468
$2.31M ﹤0.01%
39,001
-369
1469
$2.31M ﹤0.01%
64,034
-1,375
1470
$2.29M ﹤0.01%
27,017
+6,070
1471
$2.29M ﹤0.01%
15,310
-2,696
1472
$2.28M ﹤0.01%
262,028
+17,221
1473
$2.27M ﹤0.01%
53,650
-7,513
1474
$2.26M ﹤0.01%
35,307
+10,901
1475
$2.26M ﹤0.01%
373,245
-4,961