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
$108B
AUM Growth
+$5.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$665M
2 +$260M
3 +$240M
4
DD icon
DuPont de Nemours
DD
+$238M
5
GM icon
General Motors
GM
+$196M

Top Sells

1 +$286M
2 +$282M
3 +$236M
4
RAI
Reynolds American Inc
RAI
+$229M
5
APD icon
Air Products & Chemicals
APD
+$211M

Sector Composition

1 Financials 27.03%
2 Energy 10.82%
3 Technology 8.75%
4 Industrials 8.61%
5 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$1.44M ﹤0.01%
135,709
+62,338
1677
$1.44M ﹤0.01%
148,900
1678
$1.44M ﹤0.01%
42,734
-10,198
1679
$1.43M ﹤0.01%
36,963
-81
1680
$1.43M ﹤0.01%
57,841
-12,229
1681
$1.42M ﹤0.01%
49,399
+9,542
1682
$1.41M ﹤0.01%
38,052
-2,468
1683
$1.41M ﹤0.01%
12,132
-12,026
1684
$1.41M ﹤0.01%
65,426
-405,558
1685
$1.4M ﹤0.01%
7,823
+71
1686
$1.4M ﹤0.01%
41,027
+1,686
1687
$1.4M ﹤0.01%
56,830
-1,196
1688
$1.4M ﹤0.01%
96,374
+72,839
1689
$1.4M ﹤0.01%
37,180
+3,509
1690
$1.4M ﹤0.01%
21,221
+246
1691
$1.39M ﹤0.01%
103,523
+50,275
1692
$1.38M ﹤0.01%
51,465
-4,320
1693
0
1694
$1.38M ﹤0.01%
15,139
+1,952
1695
$1.37M ﹤0.01%
38,427
-49,425
1696
$1.36M ﹤0.01%
245,993
+5,911
1697
$1.36M ﹤0.01%
30,667
+4,097
1698
$1.36M ﹤0.01%
35,121
+4,324
1699
$1.36M ﹤0.01%
25,564
+23,113
1700
$1.35M ﹤0.01%
23,549
-19,192