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
$201B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,642
New
Increased
Reduced
Closed

Top Buys

1 +$774M
2 +$354M
3 +$269M
4
ET icon
Energy Transfer Partners
ET
+$242M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$236M

Top Sells

1 +$1.98B
2 +$1.74B
3 +$1.02B
4
AMZN icon
Amazon
AMZN
+$761M
5
AAPL icon
Apple
AAPL
+$700M

Sector Composition

1 Financials 22.67%
2 Technology 21.85%
3 Communication Services 8.68%
4 Consumer Discretionary 7.18%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$271M 0.13%
2,564,050
-114,201
127
$256M 0.12%
1,532,121
+158,181
128
$248M 0.12%
4,834,462
+179,186
129
$244M 0.11%
12,455,613
+12,353,441
130
$239M 0.11%
3,042,569
+2,954,196
131
$239M 0.11%
2,617,098
-354,938
132
$238M 0.11%
1,076,017
+6,646
133
$234M 0.11%
581,181
+23,964
134
$231M 0.11%
367,912
-32,239
135
$229M 0.11%
4,066,874
+645,560
136
$226M 0.11%
1,875,413
-1,295,136
137
$223M 0.1%
2,645,484
-1,210,324
138
$222M 0.1%
579,440
+20,061
139
$220M 0.1%
890,318
-79,348
140
$217M 0.1%
510,030
+76,239
141
$216M 0.1%
1,221,272
+507,031
142
$213M 0.1%
1,004,544
-304,283
143
$212M 0.1%
2,376,680
-2,524,800
144
$211M 0.1%
1,824,359
-215,471
145
$210M 0.1%
1,293,899
-76,027
146
$210M 0.1%
1,823,652
+47,572
147
$208M 0.1%
4,971,708
+243,325
148
$207M 0.1%
4,326,254
+983,795
149
$203M 0.09%
2,543,947
-2,002,872
150
$202M 0.09%
40,683
-7,621