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
$112B
AUM Growth
+$3.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$488M
2 +$310M
3 +$299M
4
GLD icon
SPDR Gold Trust
GLD
+$242M
5
LLY icon
Eli Lilly
LLY
+$180M

Top Sells

1 +$385M
2 +$278M
3 +$275M
4
CTXS
Citrix Systems Inc
CTXS
+$271M
5
RY icon
Royal Bank of Canada
RY
+$233M

Sector Composition

1 Financials 27.4%
2 Technology 9.96%
3 Energy 9.93%
4 Industrials 8.56%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$1.91M ﹤0.01%
183,403
+183,290
1477
$1.91M ﹤0.01%
72,086
+4,200
1478
$1.9M ﹤0.01%
198,491
-572,474
1479
$1.9M ﹤0.01%
6,167
1480
$1.89M ﹤0.01%
34,482
1481
$1.89M ﹤0.01%
252,197
-555,627
1482
$1.89M ﹤0.01%
38,138
-3,686
1483
$1.89M ﹤0.01%
74,170
-3,422
1484
$1.88M ﹤0.01%
12,057
-10,407
1485
$1.88M ﹤0.01%
86,076
+68,254
1486
$1.87M ﹤0.01%
72,089
-37,410
1487
$1.86M ﹤0.01%
98,899
+1,029
1488
$1.86M ﹤0.01%
147,843
+68,845
1489
$1.86M ﹤0.01%
42,012
-722
1490
$1.86M ﹤0.01%
1,631
-2,199
1491
$1.85M ﹤0.01%
73,835
-5,436
1492
$1.85M ﹤0.01%
33,780
+2,897
1493
$1.85M ﹤0.01%
55,990
-442
1494
$1.84M ﹤0.01%
40,127
+9,460
1495
$1.84M ﹤0.01%
33,487
1496
$1.83M ﹤0.01%
24,363
-1,940
1497
$1.82M ﹤0.01%
378,425
-16,863
1498
$1.82M ﹤0.01%
101,466
+8,404
1499
$1.82M ﹤0.01%
51,549
+22,569
1500
$1.82M ﹤0.01%
24,837
-1,697