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
$193B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,112
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.2B
3 +$812M
4
ENB icon
Enbridge
ENB
+$695M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$635M

Top Sells

1 +$352M
2 +$144M
3 +$131M
4
SPLK
Splunk Inc
SPLK
+$130M
5
HGV icon
Hilton Grand Vacations
HGV
+$109M

Sector Composition

1 Financials 23.77%
2 Technology 16.96%
3 Communication Services 8.91%
4 Consumer Discretionary 8.52%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$1.9M ﹤0.01%
40,110
+7,499
1877
$1.89M ﹤0.01%
28,210
-10,080
1878
$1.89M ﹤0.01%
113,845
+113,508
1879
$1.88M ﹤0.01%
50,530
+13,772
1880
$1.88M ﹤0.01%
125,437
+2,767
1881
$1.87M ﹤0.01%
222,909
+68,325
1882
$1.87M ﹤0.01%
24,402
+4,003
1883
$1.87M ﹤0.01%
51,292
-2,946
1884
$1.87M ﹤0.01%
30,625
-252,435
1885
$1.87M ﹤0.01%
56,698
+15,349
1886
$1.86M ﹤0.01%
533,036
+46,228
1887
$1.86M ﹤0.01%
164,170
+42,973
1888
$1.86M ﹤0.01%
35,300
-180
1889
$1.84M ﹤0.01%
2,572
+731
1890
$1.84M ﹤0.01%
60,842
+2,517
1891
$1.84M ﹤0.01%
3,794
+329
1892
$1.84M ﹤0.01%
23,231
+4,270
1893
$1.83M ﹤0.01%
7,432
+2,128
1894
$1.83M ﹤0.01%
37,270
+6,857
1895
$1.83M ﹤0.01%
24,280
+23,276
1896
$1.83M ﹤0.01%
206,635
+33,420
1897
$1.82M ﹤0.01%
49,894
-125,801
1898
$1.82M ﹤0.01%
18,503
+7,656
1899
$1.82M ﹤0.01%
35,759
+4,722
1900
$1.82M ﹤0.01%
8,657
+1,614