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
$100B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,950
New
Increased
Reduced
Closed

Top Buys

1 +$688M
2 +$435M
3 +$279M
4
MFC icon
Manulife Financial
MFC
+$258M
5
MSFT icon
Microsoft
MSFT
+$251M

Top Sells

1 +$469M
2 +$161M
3 +$135M
4
WFC icon
Wells Fargo
WFC
+$123M
5
ET icon
Energy Transfer Partners
ET
+$113M

Sector Composition

1 Financials 27.67%
2 Energy 11.84%
3 Industrials 8.45%
4 Communication Services 8.34%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$1.31M ﹤0.01%
23,633
-1,605
1627
$1.31M ﹤0.01%
43,858
+19,664
1628
$1.3M ﹤0.01%
37,036
+7,675
1629
$1.28M ﹤0.01%
49,615
-479,315
1630
$1.28M ﹤0.01%
16,235
-1,267
1631
$1.28M ﹤0.01%
32,598
+9,258
1632
0
1633
$1.27M ﹤0.01%
10,638
-378
1634
$1.27M ﹤0.01%
14,391
-272
1635
$1.27M ﹤0.01%
57,908
-1,935
1636
$1.27M ﹤0.01%
18,494
+10,100
1637
$1.27M ﹤0.01%
206,098
-26,769
1638
$1.26M ﹤0.01%
77,650
+61,400
1639
$1.26M ﹤0.01%
44,886
+41,760
1640
$1.26M ﹤0.01%
27,505
+24,424
1641
$1.26M ﹤0.01%
43,128
+3,355
1642
$1.25M ﹤0.01%
138,228
-68,818
1643
$1.24M ﹤0.01%
1,046
-3,062
1644
$1.24M ﹤0.01%
8,652
+8,541
1645
$1.24M ﹤0.01%
1,237,929
-354,131
1646
$1.24M ﹤0.01%
129,794
-8,513
1647
$1.24M ﹤0.01%
260,273
+259,355
1648
$1.24M ﹤0.01%
15,432
-177
1649
$1.23M ﹤0.01%
93,400
1650
$1.23M ﹤0.01%
24,060
+3,525