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
$71.8B
AUM Growth
+$8.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1 +$378M
2 +$215M
3 +$210M
4
MSFT icon
Microsoft
MSFT
+$200M
5
HAL icon
Halliburton
HAL
+$177M

Top Sells

1 +$336M
2 +$121M
3 +$118M
4
VLO icon
Valero Energy
VLO
+$92.4M
5
DDS icon
Dillards
DDS
+$89M

Sector Composition

1 Financials 30.38%
2 Energy 13.54%
3 Industrials 8.38%
4 Technology 7.59%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$263K ﹤0.01%
+6,650
1827
$262K ﹤0.01%
8,962
+1,753
1828
$262K ﹤0.01%
103,328
+21,198
1829
$261K ﹤0.01%
13,250
+929
1830
$261K ﹤0.01%
10,459
+6,033
1831
$260K ﹤0.01%
11,493
-10,134
1832
$259K ﹤0.01%
14,675
-4,345
1833
$259K ﹤0.01%
10,535
-600
1834
$259K ﹤0.01%
9,651
+2,347
1835
$258K ﹤0.01%
11,276
+1,444
1836
$257K ﹤0.01%
169,739
+14,500
1837
0
1838
$257K ﹤0.01%
153,170
+11,550
1839
$256K ﹤0.01%
6,952
+1,532
1840
$256K ﹤0.01%
9,907
-40
1841
$255K ﹤0.01%
10,565
+3,977
1842
$255K ﹤0.01%
65,269
+19,616
1843
$254K ﹤0.01%
8,100
1844
$254K ﹤0.01%
5,434
1845
$253K ﹤0.01%
19,842
-17,262
1846
$253K ﹤0.01%
7,537
-357
1847
$253K ﹤0.01%
27,457
+8,998
1848
$252K ﹤0.01%
6,887
-3,144
1849
$252K ﹤0.01%
9,138
+8,771
1850
$252K ﹤0.01%
14,372
-26