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
$103B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$263M
2 +$215M
3 +$207M
4
WCN icon
Waste Connections
WCN
+$199M
5
BX icon
Blackstone
BX
+$198M

Top Sells

1 +$795M
2 +$351M
3 +$298M
4
EOG icon
EOG Resources
EOG
+$258M
5
DFS
Discover Financial Services
DFS
+$191M

Sector Composition

1 Financials 26.44%
2 Energy 10.91%
3 Industrials 8.47%
4 Communication Services 8.03%
5 Technology 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$2.12M ﹤0.01%
53,307
+900
1477
$2.12M ﹤0.01%
51,742
-4,152
1478
$2.12M ﹤0.01%
68,460
+64,411
1479
$2.11M ﹤0.01%
44,066
+7,662
1480
$2.1M ﹤0.01%
83,798
-13,141
1481
$2.1M ﹤0.01%
208,279
-3,472
1482
$2.1M ﹤0.01%
6,167
+3,100
1483
$2.09M ﹤0.01%
34,169
+5,057
1484
$2.09M ﹤0.01%
42,741
-66
1485
$2.09M ﹤0.01%
49,581
+14,222
1486
$2.09M ﹤0.01%
59,682
-6,030
1487
$2.09M ﹤0.01%
111,021
+110,682
1488
$2.09M ﹤0.01%
56,951
-75,694
1489
$2.09M ﹤0.01%
91,000
+5,500
1490
$2.08M ﹤0.01%
33,100
-77,453
1491
$2.08M ﹤0.01%
1,493,642
-246,774
1492
$2.08M ﹤0.01%
44,055
-7,838
1493
$2.07M ﹤0.01%
288,000
-40,000
1494
$2.07M ﹤0.01%
74,384
+5,202
1495
$2.07M ﹤0.01%
42,258
+8,359
1496
$2.06M ﹤0.01%
36,632
-101,422
1497
$2.04M ﹤0.01%
30,123
-12,166
1498
$2.04M ﹤0.01%
47,190
1499
$2.04M ﹤0.01%
9,669
+552
1500
$2.03M ﹤0.01%
+151,200