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
$88.7B
AUM Growth
+$4.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,964
New
Increased
Reduced
Closed

Top Buys

1 +$577M
2 +$427M
3 +$223M
4
MDLZ icon
Mondelez International
MDLZ
+$219M
5
AAPL icon
Apple
AAPL
+$154M

Top Sells

1 +$252M
2 +$200M
3 +$149M
4
NVDA icon
NVIDIA
NVDA
+$124M
5
DOV icon
Dover
DOV
+$99.9M

Sector Composition

1 Financials 28.11%
2 Energy 12.56%
3 Industrials 8.67%
4 Communication Services 8.42%
5 Technology 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$1.15M ﹤0.01%
33,869
-7,494
1677
$1.15M ﹤0.01%
11,371
-75
1678
$1.15M ﹤0.01%
23,329
-11,855
1679
$1.14M ﹤0.01%
4,654
+3,692
1680
$1.14M ﹤0.01%
59,468
+4,195
1681
$1.13M ﹤0.01%
15,291
+15
1682
$1.12M ﹤0.01%
99,197
+83,672
1683
$1.12M ﹤0.01%
20,190
+7,332
1684
$1.12M ﹤0.01%
14,663
+2,209
1685
$1.12M ﹤0.01%
9,850
-22
1686
$1.11M ﹤0.01%
146,070
-41,192
1687
$1.11M ﹤0.01%
20,570
-24,363
1688
$1.11M ﹤0.01%
181,557
+27,557
1689
$1.1M ﹤0.01%
80,813
-274,818
1690
$1.1M ﹤0.01%
15,619
-844
1691
$1.1M ﹤0.01%
1,091
-5,424
1692
$1.09M ﹤0.01%
7,536
+459
1693
$1.08M ﹤0.01%
39,773
-1,695
1694
$1.08M ﹤0.01%
18,309
+169
1695
$1.07M ﹤0.01%
30,560
+543
1696
$1.06M ﹤0.01%
73,889
-137,068
1697
$1.06M ﹤0.01%
120,000
1698
$1.06M ﹤0.01%
94,853
-99,600
1699
$1.05M ﹤0.01%
173,882
+163,800
1700
$1.05M ﹤0.01%
20,535
-17,373