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
$205B
AUM Growth
+$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,833
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$502M
3 +$460M
4
ENB icon
Enbridge
ENB
+$343M
5
DIS icon
Walt Disney
DIS
+$319M

Top Sells

1 +$661M
2 +$460M
3 +$379M
4
AMD icon
Advanced Micro Devices
AMD
+$362M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$324M

Sector Composition

1 Financials 25.45%
2 Technology 16.97%
3 Communication Services 8.55%
4 Industrials 8.1%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$1.75M ﹤0.01%
79,817
+9,047
1877
$1.75M ﹤0.01%
37,778
+26,037
1878
$1.74M ﹤0.01%
32,722
-1,610
1879
$1.74M ﹤0.01%
38,879
-1,997
1880
$1.74M ﹤0.01%
+25,672
1881
$1.73M ﹤0.01%
27,739
-27,559
1882
$1.72M ﹤0.01%
11,344
-2,081
1883
$1.72M ﹤0.01%
170,250
1884
$1.72M ﹤0.01%
50,511
+281
1885
$1.71M ﹤0.01%
200,920
-14,067
1886
$1.71M ﹤0.01%
28,482
+1,455
1887
$1.71M ﹤0.01%
24,765
+2,598
1888
$1.7M ﹤0.01%
178,353
-109,954
1889
$1.7M ﹤0.01%
31,530
-164,466
1890
$1.7M ﹤0.01%
24,501
+99
1891
$1.7M ﹤0.01%
40,866
+307
1892
$1.7M ﹤0.01%
69,819
-565,047
1893
$1.7M ﹤0.01%
16,128
-26,624
1894
$1.69M ﹤0.01%
132,105
-7,306
1895
$1.69M ﹤0.01%
84,182
-947
1896
$1.69M ﹤0.01%
42,683
+13,946
1897
$1.69M ﹤0.01%
21,440
+2,408
1898
$1.69M ﹤0.01%
20,581
-513
1899
$1.68M ﹤0.01%
14,433
-3,713
1900
$1.68M ﹤0.01%
18,466
-101,719