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
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,029
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$911K
3 +$677K
4
CNQ icon
Canadian Natural Resources
CNQ
+$510K
5
COST icon
Costco
COST
+$357K

Top Sells

1 +$73M
2 +$62.1M
3 +$32.4M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$26.9M
5
MXCT icon
MaxCyte
MXCT
+$23.3M

Sector Composition

1 Financials 19.47%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$1.81K ﹤0.01%
58,478
-4,465
1602
$1.81K ﹤0.01%
170,540
-4,847
1603
$1.81K ﹤0.01%
247,766
+33,163
1604
$1.81K ﹤0.01%
26,090
-92,455
1605
$1.8K ﹤0.01%
19,740
-12,612
1606
$1.8K ﹤0.01%
74,534
-13,520
1607
$1.8K ﹤0.01%
32,323
+277
1608
$1.8K ﹤0.01%
57,284
-7,758
1609
$1.79K ﹤0.01%
36,904
-4,474
1610
$1.79K ﹤0.01%
351,700
1611
$1.79K ﹤0.01%
69,835
-6,051
1612
$1.79K ﹤0.01%
181,000
+131,000
1613
$1.78K ﹤0.01%
87,546
-3,584
1614
$1.78K ﹤0.01%
22,099
+1,045
1615
$1.78K ﹤0.01%
8,905
1616
$1.78K ﹤0.01%
+38,910
1617
$1.78K ﹤0.01%
179,427
+39,427
1618
$1.77K ﹤0.01%
23,142
+3,155
1619
$1.77K ﹤0.01%
30,016
-2,883
1620
$1.77K ﹤0.01%
28,364
+8,317
1621
$1.76K ﹤0.01%
13,622
+9,793
1622
$1.76K ﹤0.01%
+28,059
1623
$1.75K ﹤0.01%
240,141
+68,736
1624
$1.75K ﹤0.01%
563,095
-49,522
1625
$1.74K ﹤0.01%
52,310
-74,451