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
1851
$926K ﹤0.01%
122,635
+105,174
1852
$926K ﹤0.01%
26,817
-1,011
1853
$924K ﹤0.01%
17,861
-3,402
1854
$924K ﹤0.01%
63,891
+6,451
1855
$922K ﹤0.01%
7,859
-127
1856
$921K ﹤0.01%
10,978
-5,385
1857
$918K ﹤0.01%
3,963
+654
1858
$915K ﹤0.01%
29,692
+355
1859
$915K ﹤0.01%
72,762
+394
1860
$912K ﹤0.01%
1,230,173
+903,333
1861
$907K ﹤0.01%
157,874
+61,894
1862
$905K ﹤0.01%
6,537
+186
1863
$898K ﹤0.01%
+73,316
1864
$897K ﹤0.01%
29,594
-4,076
1865
$896K ﹤0.01%
+35,718
1866
$892K ﹤0.01%
86,592
-31,164
1867
$889K ﹤0.01%
570,392
+46,525
1868
$885K ﹤0.01%
6,522
-350
1869
$882K ﹤0.01%
59,079
-1,791
1870
$881K ﹤0.01%
80,765
+22,999
1871
$880K ﹤0.01%
21,519
+1,143
1872
$880K ﹤0.01%
37,333
-1,070
1873
$879K ﹤0.01%
20,667
+3,179
1874
$875K ﹤0.01%
11,462
-137
1875
$874K ﹤0.01%
20,183
-21,276