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
$126B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$436M
3 +$324M
4
MSFT icon
Microsoft
MSFT
+$322M
5
V icon
Visa
V
+$264M

Top Sells

1 +$284M
2 +$182M
3 +$180M
4
BX icon
Blackstone
BX
+$150M
5
BABA icon
Alibaba
BABA
+$126M

Sector Composition

1 Financials 26.76%
2 Technology 11.92%
3 Energy 9.21%
4 Industrials 8.55%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$1.03M ﹤0.01%
40,046
-27,953
1877
$1.02M ﹤0.01%
+21,697
1878
$1.02M ﹤0.01%
27,421
+26,452
1879
$1.02M ﹤0.01%
20,487
1880
$1.02M ﹤0.01%
22,564
+9,498
1881
$1.01M ﹤0.01%
25,151
+302
1882
$1.01M ﹤0.01%
74,170
+74,154
1883
$1.01M ﹤0.01%
19,618
+15,955
1884
$1.01M ﹤0.01%
131,753
+126,220
1885
$1.01M ﹤0.01%
16,991
+6,807
1886
$1.01M ﹤0.01%
28,594
+21,262
1887
$1.01M ﹤0.01%
26,597
+7,587
1888
$1M ﹤0.01%
16,710
+588
1889
$1M ﹤0.01%
24,501
+22,681
1890
$1M ﹤0.01%
30,960
+30,030
1891
$1M ﹤0.01%
21,359
+8,164
1892
$1M ﹤0.01%
9,414
+3,820
1893
$998K ﹤0.01%
77,757
+73,940
1894
$997K ﹤0.01%
53,834
+13,473
1895
$997K ﹤0.01%
63,626
+2,847
1896
$994K ﹤0.01%
30,828
-994,555
1897
$993K ﹤0.01%
187,584
+181,360
1898
$989K ﹤0.01%
40,661
+13,319
1899
$987K ﹤0.01%
+67,361
1900
$986K ﹤0.01%
167,415
+36,205