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
$308B
AUM Growth
+$33.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,873
New
Increased
Reduced
Closed

Top Buys

1 +$8.4B
2 +$6.78B
3 +$2.67B
4
AAPL icon
Apple
AAPL
+$1.45B
5
MSFT icon
Microsoft
MSFT
+$929M

Top Sells

1 +$1.35B
2 +$651M
3 +$567M
4
CNQ icon
Canadian Natural Resources
CNQ
+$499M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$462M

Sector Composition

1 Communication Services 25.57%
2 Consumer Discretionary 19.87%
3 Technology 14.68%
4 Financials 14.23%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$262M 0.08%
5,165,429
-66,053
127
$260M 0.08%
1,373,772
+580,753
128
$259M 0.08%
827,982
+205,216
129
$259M 0.08%
4,500,234
+905,925
130
$256M 0.08%
5,541,006
+13,948
131
$255M 0.08%
926,366
+40,533
132
$254M 0.08%
495,379
+100,221
133
$254M 0.08%
310,989
-15,509
134
$253M 0.08%
669,790
+140,658
135
$253M 0.08%
285,165
+104,050
136
$251M 0.08%
489,965
-2,646
137
$249M 0.08%
5,833,981
+622,910
138
$244M 0.07%
2,039,739
+64,030
139
$240M 0.07%
13,301,888
-2,110,766
140
$239M 0.07%
2,997,330
+856,481
141
$239M 0.07%
2,883,263
-358,953
142
$235M 0.07%
5,539,686
+166,259
143
$235M 0.07%
574,127
+50,773
144
$234M 0.07%
2,954,430
+1,116,360
145
$221M 0.07%
85,368
+7,202
146
$221M 0.07%
735,381
+263,904
147
$220M 0.07%
1,172,891
+346,007
148
$218M 0.07%
2,260,830
+1,695,117
149
$216M 0.07%
6,599,290
+378,788
150
$216M 0.07%
2,086,491
+529,818