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
$112B
AUM Growth
+$3.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$488M
2 +$310M
3 +$299M
4
GLD icon
SPDR Gold Trust
GLD
+$242M
5
LLY icon
Eli Lilly
LLY
+$180M

Top Sells

1 +$385M
2 +$278M
3 +$275M
4
CTXS
Citrix Systems Inc
CTXS
+$271M
5
RY icon
Royal Bank of Canada
RY
+$233M

Sector Composition

1 Financials 27.4%
2 Technology 9.96%
3 Energy 9.93%
4 Industrials 8.56%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$1.23M ﹤0.01%
28,880
+28,706
1702
$1.23M ﹤0.01%
158,100
+134,800
1703
$1.23M ﹤0.01%
20,081
-29,309
1704
$1.22M ﹤0.01%
49,043
+2,802
1705
$1.22M ﹤0.01%
82,784
+19,296
1706
$1.22M ﹤0.01%
32,641
1707
$1.21M ﹤0.01%
25,735
+4,040
1708
$1.21M ﹤0.01%
50,312
+27,756
1709
$1.21M ﹤0.01%
23,341
+3,996
1710
$1.21M ﹤0.01%
184,300
1711
$1.2M ﹤0.01%
39,839
-142,326
1712
$1.2M ﹤0.01%
60,581
-161,612
1713
$1.2M ﹤0.01%
51,863
+498
1714
$1.19M ﹤0.01%
30,872
1715
$1.18M ﹤0.01%
8,314
-142
1716
$1.17M ﹤0.01%
31,473
+1,082
1717
$1.17M ﹤0.01%
8,765
-100
1718
$1.17M ﹤0.01%
8,785
-75,768
1719
$1.17M ﹤0.01%
12,692
+1,360
1720
$1.17M ﹤0.01%
455,607
+92,346
1721
$1.16M ﹤0.01%
13,430
+1,826
1722
$1.16M ﹤0.01%
19,130
+7,683
1723
$1.16M ﹤0.01%
28,445
+5,900
1724
$1.16M ﹤0.01%
483,248
-1,594,152
1725
$1.15M ﹤0.01%
36,292
-1,760