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
1601
$1.64M ﹤0.01%
80,848
-1,172
1602
$1.63M ﹤0.01%
136,724
-31,493
1603
$1.63M ﹤0.01%
185,820
+33,957
1604
$1.62M ﹤0.01%
98,256
+23,631
1605
$1.62M ﹤0.01%
43,597
-18,666
1606
$1.62M ﹤0.01%
14,430
+91
1607
$1.62M ﹤0.01%
64,169
-335
1608
$1.62M ﹤0.01%
45,382
-22,590
1609
$1.61M ﹤0.01%
35,607
+29,872
1610
$1.61M ﹤0.01%
37,387
-3,535
1611
$1.61M ﹤0.01%
245,300
-18,400
1612
$1.61M ﹤0.01%
33,671
-7,053
1613
$1.6M ﹤0.01%
46,590
-56
1614
$1.6M ﹤0.01%
22,409
-2,289
1615
$1.6M ﹤0.01%
12,272
-736
1616
$1.59M ﹤0.01%
29,368
-1,795
1617
$1.59M ﹤0.01%
169,684
-80,365
1618
$1.58M ﹤0.01%
250,651
+250,000
1619
$1.58M ﹤0.01%
34,968
+31,405
1620
$1.57M ﹤0.01%
105,288
+75,046
1621
$1.57M ﹤0.01%
84,087
+9,520
1622
$1.57M ﹤0.01%
40,520
-9,728
1623
$1.57M ﹤0.01%
10,816
+10,200
1624
$1.56M ﹤0.01%
107,800
-7,500
1625
$1.56M ﹤0.01%
19,889
-484