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
$201B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,642
New
Increased
Reduced
Closed

Top Buys

1 +$774M
2 +$354M
3 +$269M
4
ET icon
Energy Transfer Partners
ET
+$242M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$236M

Top Sells

1 +$1.98B
2 +$1.74B
3 +$1.02B
4
AMZN icon
Amazon
AMZN
+$761M
5
AAPL icon
Apple
AAPL
+$700M

Sector Composition

1 Financials 22.67%
2 Technology 21.85%
3 Communication Services 8.68%
4 Consumer Discretionary 7.18%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$558K ﹤0.01%
21,387
+1,119
1802
$557K ﹤0.01%
6,296
+1,156
1803
$557K ﹤0.01%
7,309
+312
1804
$557K ﹤0.01%
64,316
-3,684
1805
$557K ﹤0.01%
7,127
+937
1806
$556K ﹤0.01%
4,474
+911
1807
$556K ﹤0.01%
10,854
+837
1808
$553K ﹤0.01%
15,029
+532
1809
$552K ﹤0.01%
9,072
-715,264
1810
$552K ﹤0.01%
7,734
+298
1811
$550K ﹤0.01%
5,200
+2,172
1812
$546K ﹤0.01%
15,980
+272
1813
$544K ﹤0.01%
5,869
+1,092
1814
$544K ﹤0.01%
11,771
+604
1815
$543K ﹤0.01%
19,782
1816
$543K ﹤0.01%
+6,251
1817
$542K ﹤0.01%
143,512
1818
$542K ﹤0.01%
11,871
-471
1819
$540K ﹤0.01%
17,187
-2,753
1820
$539K ﹤0.01%
6,359
+499
1821
$538K ﹤0.01%
13,658
+4,647
1822
$537K ﹤0.01%
17,690
-55,780
1823
$535K ﹤0.01%
22,454
+3,505
1824
$534K ﹤0.01%
11,647
-25,439
1825
$533K ﹤0.01%
47,355
+29,050