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
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,029
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$911K
3 +$677K
4
CNQ icon
Canadian Natural Resources
CNQ
+$510K
5
COST icon
Costco
COST
+$357K

Top Sells

1 +$73M
2 +$62.1M
3 +$32.4M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$26.9M
5
MXCT icon
MaxCyte
MXCT
+$23.3M

Sector Composition

1 Financials 19.47%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$951 ﹤0.01%
10,463
+6,940
1952
$951 ﹤0.01%
13,792
+4,415
1953
$951 ﹤0.01%
9,385
+5,508
1954
$949 ﹤0.01%
17,611
+1,164
1955
$948 ﹤0.01%
215,479
-22,605
1956
$947 ﹤0.01%
+251,965
1957
$944 ﹤0.01%
30,563
-313,558
1958
$943 ﹤0.01%
35,285
-7,301
1959
$941 ﹤0.01%
20,055
+1,510
1960
$939 ﹤0.01%
+20,006
1961
$938 ﹤0.01%
25,137
-28,729
1962
$935 ﹤0.01%
103,026
+77,051
1963
$934 ﹤0.01%
15,827
+3,648
1964
$933 ﹤0.01%
16,178
-12,323
1965
$933 ﹤0.01%
14,924
-4,426
1966
$931 ﹤0.01%
19,360
1967
$925 ﹤0.01%
17,772
-900
1968
$922 ﹤0.01%
706,182
-113,462
1969
$921 ﹤0.01%
+29,461
1970
$920 ﹤0.01%
134,688
-24,672
1971
$918 ﹤0.01%
32,878
+12,961
1972
$917 ﹤0.01%
17,419
-125
1973
$915 ﹤0.01%
69,225
-1,684
1974
$915 ﹤0.01%
6,703
+982
1975
$914 ﹤0.01%
+26,665