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
$103B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$263M
2 +$215M
3 +$207M
4
WCN icon
Waste Connections
WCN
+$199M
5
BX icon
Blackstone
BX
+$198M

Top Sells

1 +$795M
2 +$351M
3 +$298M
4
EOG icon
EOG Resources
EOG
+$258M
5
DFS
Discover Financial Services
DFS
+$191M

Sector Composition

1 Financials 26.44%
2 Energy 10.91%
3 Industrials 8.47%
4 Communication Services 8.03%
5 Technology 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$875K ﹤0.01%
38,264
+37,844
1877
$875K ﹤0.01%
54,383
+509
1878
$873K ﹤0.01%
29,017
+27,176
1879
$872K ﹤0.01%
45,528
+33
1880
$864K ﹤0.01%
36,429
+28,929
1881
$856K ﹤0.01%
52,343
-8,498
1882
$851K ﹤0.01%
87,287
-57,150
1883
$850K ﹤0.01%
6,794
+456
1884
$849K ﹤0.01%
17,780
-1,973
1885
$847K ﹤0.01%
49,091
-105,372
1886
$846K ﹤0.01%
46,753
+19,598
1887
$843K ﹤0.01%
42,000
1888
$843K ﹤0.01%
113,035
+827
1889
$842K ﹤0.01%
8,114
-538
1890
$838K ﹤0.01%
965
-1,144
1891
$837K ﹤0.01%
18,610
+14,128
1892
$836K ﹤0.01%
15,623
-2,149
1893
$834K ﹤0.01%
+2,384
1894
$833K ﹤0.01%
38,085
+41
1895
$832K ﹤0.01%
39,361
-4,195
1896
$832K ﹤0.01%
+35,100
1897
$831K ﹤0.01%
23,873
+558
1898
$829K ﹤0.01%
26,608
+176
1899
$829K ﹤0.01%
27,772
+148
1900
$828K ﹤0.01%
90,123
-8,392