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
1976
$853K ﹤0.01%
44,552
+42,148
1977
$852K ﹤0.01%
11,817
+879
1978
$850K ﹤0.01%
13,713
+1,753
1979
$849K ﹤0.01%
208,210
-127,099
1980
$846K ﹤0.01%
4,750
+321
1981
$845K ﹤0.01%
14,113
-18,755
1982
$844K ﹤0.01%
1,532
+325
1983
$840K ﹤0.01%
18,862
+1,266
1984
$840K ﹤0.01%
12,165
+1,428
1985
$840K ﹤0.01%
149,166
-2,054
1986
$836K ﹤0.01%
14,834
+8,039
1987
$834K ﹤0.01%
22,417
+21,274
1988
$833K ﹤0.01%
42,365
+16,922
1989
$829K ﹤0.01%
133,767
+5,309
1990
$828K ﹤0.01%
21,126
+20,444
1991
$828K ﹤0.01%
148,757
+141,764
1992
$826K ﹤0.01%
20,430
+1,340
1993
$825K ﹤0.01%
88,117
-249,103
1994
$824K ﹤0.01%
238,838
+156,579
1995
$822K ﹤0.01%
37,120
+35,995
1996
$821K ﹤0.01%
472,364
+271,523
1997
$821K ﹤0.01%
114,744
+80,314
1998
$819K ﹤0.01%
34,523
-4,089
1999
$817K ﹤0.01%
+83,079
2000
$816K ﹤0.01%
34,928
+32,278