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
$274B
AUM Growth
+$36.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,983
New
Increased
Reduced
Closed

Top Buys

1 +$17.3B
2 +$9.38B
3 +$3.02B
4
TSLA icon
Tesla
TSLA
+$1.33B
5
BNS icon
Scotiabank
BNS
+$757M

Top Sells

1 +$462M
2 +$328M
3 +$290M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$274M
5
MA icon
Mastercard
MA
+$245M

Sector Composition

1 Communication Services 26.76%
2 Consumer Discretionary 18.74%
3 Financials 14.81%
4 Technology 13.17%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$1.02M ﹤0.01%
+190,116
1802
$1.02M ﹤0.01%
10,810
+28
1803
$1.01M ﹤0.01%
+50,014
1804
$1.01M ﹤0.01%
9,973
-20,742
1805
$1.01M ﹤0.01%
15,737
-4,750
1806
$1.01M ﹤0.01%
+38,857
1807
$1.01M ﹤0.01%
20,832
+622
1808
$1.01M ﹤0.01%
9,638
+3,627
1809
$1M ﹤0.01%
15,096
-442
1810
$1M ﹤0.01%
28,164
-2,601
1811
$1,000K ﹤0.01%
45,868
-12,752
1812
$998K ﹤0.01%
+74,180
1813
$998K ﹤0.01%
11,247
-18,410
1814
$998K ﹤0.01%
+85,319
1815
$998K ﹤0.01%
+35,442
1816
$997K ﹤0.01%
43,864
-11,342
1817
$997K ﹤0.01%
8,681
+6,280
1818
$995K ﹤0.01%
25,082
-4,680
1819
$989K ﹤0.01%
+34,564
1820
$989K ﹤0.01%
24,125
-369
1821
$989K ﹤0.01%
13,890
-34
1822
$988K ﹤0.01%
5,784
-20,913
1823
$987K ﹤0.01%
84,970
-55,253
1824
$985K ﹤0.01%
39,300
-30,480
1825
$985K ﹤0.01%
+31,525