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
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,029
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$911K
3 +$677K
4
CNQ icon
Canadian Natural Resources
CNQ
+$510K
5
COST icon
Costco
COST
+$357K

Top Sells

1 +$73M
2 +$62.1M
3 +$32.4M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$26.9M
5
MXCT icon
MaxCyte
MXCT
+$23.3M

Sector Composition

1 Financials 19.47%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$1.36K ﹤0.01%
61,676
+25,095
1752
$1.36K ﹤0.01%
37,998
+1,194
1753
$1.36K ﹤0.01%
+135,875
1754
$1.36K ﹤0.01%
37,383
-3,676
1755
$1.36K ﹤0.01%
69,679
-40,977
1756
$1.35K ﹤0.01%
63,942
+26,035
1757
$1.35K ﹤0.01%
10,233
+2,598
1758
$1.35K ﹤0.01%
+138,000
1759
$1.35K ﹤0.01%
2,835
+119
1760
$1.35K ﹤0.01%
+249,200
1761
$1.35K ﹤0.01%
182,513
-185,676
1762
$1.35K ﹤0.01%
28,429
-12,657
1763
$1.34K ﹤0.01%
+5,440
1764
$1.34K ﹤0.01%
50,501
+20,432
1765
$1.34K ﹤0.01%
+136,000
1766
$1.33K ﹤0.01%
+133,900
1767
$1.33K ﹤0.01%
+99,148
1768
$1.32K ﹤0.01%
17,966
+3,542
1769
$1.32K ﹤0.01%
36,153
+13,449
1770
$1.32K ﹤0.01%
+133,700
1771
$1.32K ﹤0.01%
40,586
+12,423
1772
$1.32K ﹤0.01%
158,709
+35,950
1773
$1.31K ﹤0.01%
8,225
-3,597
1774
$1.31K ﹤0.01%
53,684
+48,375
1775
$1.31K ﹤0.01%
35,216
+16,132