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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$542M
2 +$181M
3 +$159M
4
CTXS
Citrix Systems Inc
CTXS
+$158M
5
BA icon
Boeing
BA
+$145M

Top Sells

1 +$193M
2 +$166M
3 +$162M
4
TD icon
Toronto Dominion Bank
TD
+$150M
5
MHK icon
Mohawk Industries
MHK
+$149M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$809K ﹤0.01%
22,045
-9,300
1602
$807K ﹤0.01%
26,967
+1,662
1603
$806K ﹤0.01%
+25,431
1604
$806K ﹤0.01%
34,841
-1,334
1605
$804K ﹤0.01%
10,232
-4,215
1606
$804K ﹤0.01%
178,617
1607
$801K ﹤0.01%
+16,640
1608
$801K ﹤0.01%
33,760
+12,960
1609
$801K ﹤0.01%
33,132
+2,194
1610
$799K ﹤0.01%
2,207
+314
1611
$799K ﹤0.01%
12,220
+6,947
1612
$798K ﹤0.01%
92,909
+1,776
1613
$797K ﹤0.01%
8,725
+5,171
1614
$795K ﹤0.01%
25,390
+141
1615
$795K ﹤0.01%
32,772
+1,961
1616
$795K ﹤0.01%
35,100
-600
1617
$794K ﹤0.01%
130,000
-70,000
1618
$792K ﹤0.01%
92,744
+91,333
1619
$791K ﹤0.01%
69,300
-30,700
1620
$782K ﹤0.01%
10,207
-102,806
1621
$780K ﹤0.01%
28,386
+13,837
1622
$778K ﹤0.01%
13,491
-6,559
1623
$773K ﹤0.01%
978,584
+6,815
1624
$772K ﹤0.01%
14,220
-1,480
1625
$766K ﹤0.01%
21,030
+1,011