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
$126B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$436M
3 +$324M
4
MSFT icon
Microsoft
MSFT
+$322M
5
V icon
Visa
V
+$264M

Top Sells

1 +$284M
2 +$182M
3 +$180M
4
BX icon
Blackstone
BX
+$150M
5
BABA icon
Alibaba
BABA
+$126M

Sector Composition

1 Financials 26.76%
2 Technology 11.92%
3 Energy 9.21%
4 Industrials 8.55%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$128M 0.1%
2,915,194
-11,014
177
$127M 0.1%
3,535,138
-358,123
178
$127M 0.1%
780,183
+56,316
179
$125M 0.09%
3,818,963
-134,216
180
$124M 0.09%
1,320,486
-98,195
181
$123M 0.09%
614,578
+60,919
182
$123M 0.09%
684,649
+171,513
183
$122M 0.09%
875,914
-4,697
184
$120M 0.09%
1,170,137
-41,417
185
$120M 0.09%
1,060,264
-260,609
186
$119M 0.09%
1,298,707
+1,280,560
187
$118M 0.09%
680,775
-72,308
188
$118M 0.09%
2,363,981
-350,924
189
$118M 0.09%
854,948
-49,780
190
$117M 0.09%
2,232,331
+459,772
191
$116M 0.09%
3,228,170
+434,881
192
$115M 0.09%
944,413
-43,525
193
$114M 0.09%
411,592
+34,875
194
$114M 0.09%
2,616,310
+38,955
195
$114M 0.09%
518,468
+161,286
196
$113M 0.08%
1,449,417
+417,099
197
$113M 0.08%
723,387
+54,189
198
$111M 0.08%
1,724,719
+1,385,241
199
$111M 0.08%
778,608
+25,882
200
$111M 0.08%
1,178,800
+236,404