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
$192B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,385
New
Increased
Reduced
Closed

Top Buys

1 +$3.24B
2 +$963M
3 +$668M
4
TRP icon
TC Energy
TRP
+$591M
5
TD icon
Toronto Dominion Bank
TD
+$523M

Top Sells

1 +$832M
2 +$733M
3 +$721M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$518M
5
AMZN icon
Amazon
AMZN
+$450M

Sector Composition

1 Financials 24.86%
2 Technology 18.84%
3 Communication Services 7.88%
4 Industrials 7.12%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$248M 0.12%
369,197
+57,261
127
$248M 0.12%
9,792,337
-969,442
128
$247M 0.12%
897,227
-47,487
129
$240M 0.12%
785,451
-149,792
130
$234M 0.11%
8,759,970
+2,458,180
131
$225M 0.11%
13,099,952
-710,959
132
$221M 0.11%
2,022,226
-109,199
133
$219M 0.11%
1,652,533
-171,826
134
$219M 0.11%
5,312,598
+478,136
135
$216M 0.11%
5,389,185
+3,356,880
136
$215M 0.1%
2,133,741
-242,939
137
$212M 0.1%
505,102
-4,928
138
$211M 0.1%
264
+111
139
$209M 0.1%
724,306
+384,689
140
$208M 0.1%
852,473
-152,071
141
$207M 0.1%
5,467,397
+175,997
142
$204M 0.1%
720,405
-62,878
143
$202M 0.1%
2,250,842
-293,105
144
$201M 0.1%
2,784,074
-124,486
145
$201M 0.1%
413,687
-167,494
146
$199M 0.1%
5,539,231
+5,231,499
147
$197M 0.1%
3,302,809
+716,556
148
$191M 0.09%
717,453
-358,564
149
$191M 0.09%
718,703
-79,455
150
$186M 0.09%
1,091,630
-129,642