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
1826
$978K ﹤0.01%
31,784
1827
$971K ﹤0.01%
16,005
-4,297
1828
$970K ﹤0.01%
4,234
-146
1829
$966K ﹤0.01%
576,675
1830
$966K ﹤0.01%
+48,305
1831
$964K ﹤0.01%
14,604
-10,853
1832
$963K ﹤0.01%
41,686
-2,843
1833
$961K ﹤0.01%
10,961
-172,708
1834
$960K ﹤0.01%
36,104
-2,972
1835
$959K ﹤0.01%
7,610
-1,626
1836
$959K ﹤0.01%
11,283
-2,949
1837
$959K ﹤0.01%
+161,660
1838
$956K ﹤0.01%
8,300
-768
1839
$950K ﹤0.01%
14,046
-905
1840
$949K ﹤0.01%
21,964
-413
1841
$947K ﹤0.01%
20,253
-1,972
1842
$947K ﹤0.01%
+248,562
1843
$946K ﹤0.01%
+28,576
1844
$944K ﹤0.01%
14,724
-39,837
1845
$944K ﹤0.01%
+100,821
1846
$943K ﹤0.01%
17,854
-6,044
1847
$940K ﹤0.01%
59,246
-8,493
1848
$939K ﹤0.01%
20,476
+1,788
1849
$938K ﹤0.01%
8,095
-15,238
1850
$938K ﹤0.01%
+32,800