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
$110B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,584
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$494M
3 +$222M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$202M
5
TSG
The Stars Group Inc.
TSG
+$188M

Top Sells

1 +$729M
2 +$361M
3 +$267M
4
NFLX icon
Netflix
NFLX
+$215M
5
HD icon
Home Depot
HD
+$201M

Sector Composition

1 Financials 25.84%
2 Technology 11.24%
3 Energy 9.79%
4 Communication Services 8.89%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$1.03M ﹤0.01%
47,791
+45,296
1802
$1.03M ﹤0.01%
27,803
+10,403
1803
$1.03M ﹤0.01%
16,018
+5,739
1804
$1.03M ﹤0.01%
+12,524
1805
$1.03M ﹤0.01%
88,548
+8,295
1806
$1.02M ﹤0.01%
20,677
+1,332
1807
$1.02M ﹤0.01%
13,532
-26,222
1808
$1.01M ﹤0.01%
33,922
-8,015
1809
$1.01M ﹤0.01%
28,646
+774
1810
$1.01M ﹤0.01%
17,155
-20,819
1811
$1.01M ﹤0.01%
26,739
-2,220
1812
$1.01M ﹤0.01%
49,068
-130,269
1813
$1M ﹤0.01%
35,278
+6,021
1814
$1M ﹤0.01%
56,520
+1,344
1815
$999K ﹤0.01%
53,722
+1,074
1816
$999K ﹤0.01%
84,700
-477,800
1817
$996K ﹤0.01%
46,406
-1,222
1818
$994K ﹤0.01%
10,044
+36
1819
$994K ﹤0.01%
22,862
+3,309
1820
$989K ﹤0.01%
21,217
+20,618
1821
$985K ﹤0.01%
29,922
-1,585
1822
$984K ﹤0.01%
10,593
-1,205
1823
$979K ﹤0.01%
21,346
-260
1824
$978K ﹤0.01%
6,459
+296
1825
$977K ﹤0.01%
154,420
-1,920