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
1901
$827K ﹤0.01%
142,671
-63,427
1902
$826K ﹤0.01%
341,366
-95,781
1903
$825K ﹤0.01%
59,092
+43,092
1904
$821K ﹤0.01%
10,053
+1,100
1905
$820K ﹤0.01%
5,863
+3,577
1906
$819K ﹤0.01%
63,197
+13,600
1907
$818K ﹤0.01%
29,262
+271
1908
$814K ﹤0.01%
22,131
-773
1909
$813K ﹤0.01%
73,371
+48,373
1910
$812K ﹤0.01%
50,844
+6,368
1911
$806K ﹤0.01%
23,682
-26
1912
$801K ﹤0.01%
115,576
-180,013
1913
$796K ﹤0.01%
9,974
+446
1914
$791K ﹤0.01%
15,304
-29,023
1915
$791K ﹤0.01%
5,629
-38,527
1916
$790K ﹤0.01%
+31,069
1917
$789K ﹤0.01%
45,555
+2,546
1918
$788K ﹤0.01%
13,180
+5,855
1919
$788K ﹤0.01%
3,496
+2,684
1920
$783K ﹤0.01%
38,208
-339,887
1921
$783K ﹤0.01%
213,918
-46,355
1922
$783K ﹤0.01%
30,158
-82,894
1923
$779K ﹤0.01%
50,468
-13,146
1924
$779K ﹤0.01%
8,410
-5,981
1925
$778K ﹤0.01%
14,533
+11,093