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
1951
$714K ﹤0.01%
197,209
+33,054
1952
$714K ﹤0.01%
30,514
-480
1953
$713K ﹤0.01%
17,225
+12,355
1954
$709K ﹤0.01%
4,270
-1,503
1955
$707K ﹤0.01%
11,820
+21
1956
$704K ﹤0.01%
114,966
+38,175
1957
$703K ﹤0.01%
28,856
-1,764,581
1958
$702K ﹤0.01%
111,220
1959
$700K ﹤0.01%
56,729
+500
1960
$700K ﹤0.01%
9,246
-60,776
1961
$692K ﹤0.01%
82,316
-5,285
1962
$690K ﹤0.01%
15,520
+3,527
1963
$690K ﹤0.01%
26,762
-98,966
1964
$686K ﹤0.01%
10,357
+2,634
1965
$685K ﹤0.01%
20,362
+11,072
1966
$682K ﹤0.01%
24,812
+64
1967
$680K ﹤0.01%
16,400
-45,909
1968
$678K ﹤0.01%
7,229
-104
1969
$677K ﹤0.01%
3,311
+77
1970
$675K ﹤0.01%
14,011
+52
1971
$675K ﹤0.01%
20,686
1972
$673K ﹤0.01%
+27,760
1973
$673K ﹤0.01%
26,490
+517
1974
$672K ﹤0.01%
8,077
+2,638
1975
$669K ﹤0.01%
12,995
+88