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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$542M
2 +$181M
3 +$159M
4
CTXS
Citrix Systems Inc
CTXS
+$158M
5
BA icon
Boeing
BA
+$145M

Top Sells

1 +$193M
2 +$166M
3 +$162M
4
TD icon
Toronto Dominion Bank
TD
+$150M
5
MHK icon
Mohawk Industries
MHK
+$149M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$610K ﹤0.01%
52,110
-5,831
1702
$609K ﹤0.01%
4,550
-14,865
1703
$607K ﹤0.01%
12,739
+12,082
1704
$607K ﹤0.01%
23,165
+8,729
1705
$606K ﹤0.01%
21,987
-267
1706
$604K ﹤0.01%
11,094
+4,997
1707
$604K ﹤0.01%
9,699
-17
1708
$603K ﹤0.01%
18,433
-773
1709
$603K ﹤0.01%
102,308
+59,559
1710
$602K ﹤0.01%
24,865
-3,247
1711
$598K ﹤0.01%
21,420
+7,899
1712
$597K ﹤0.01%
31,143
-3,136
1713
$596K ﹤0.01%
24,004
1714
$595K ﹤0.01%
4,021
-694
1715
$592K ﹤0.01%
13,926
-1,181
1716
$590K ﹤0.01%
15,289
-5,404
1717
$584K ﹤0.01%
5,605
+2,130
1718
$584K ﹤0.01%
38,216
-1,508
1719
$584K ﹤0.01%
9,695
-24,401
1720
$581K ﹤0.01%
36,232
-2,179
1721
$578K ﹤0.01%
18,609
-3,253
1722
$576K ﹤0.01%
22,085
+981
1723
$575K ﹤0.01%
34,759
-16,763
1724
$574K ﹤0.01%
9,402
-200,446
1725
$574K ﹤0.01%
11,531
+2,915