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
$82B
AUM Growth
+$6.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,250
New
Increased
Reduced
Closed

Top Buys

1 +$364M
2 +$198M
3 +$164M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$150M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$130M

Top Sells

1 +$295M
2 +$211M
3 +$149M
4
BIN
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
+$124M
5
DOX icon
Amdocs
DOX
+$118M

Sector Composition

1 Financials 26.49%
2 Energy 11.32%
3 Communication Services 9.06%
4 Industrials 8.27%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$379K ﹤0.01%
8,604
+2,720
2002
$376K ﹤0.01%
29,575
2003
$376K ﹤0.01%
6,295
2004
$374K ﹤0.01%
9,550
-150
2005
$374K ﹤0.01%
5,445
-4,699
2006
$373K ﹤0.01%
26,800
2007
$373K ﹤0.01%
24,044
+4,812
2008
$370K ﹤0.01%
18,778
-2,208
2009
$370K ﹤0.01%
7,940
-382
2010
$369K ﹤0.01%
16,016
-1,675
2011
$368K ﹤0.01%
15,668
+92
2012
$368K ﹤0.01%
20,315
-9,500
2013
$368K ﹤0.01%
20,680
+20,326
2014
$367K ﹤0.01%
11,878
+60
2015
$366K ﹤0.01%
10,385
+605
2016
$366K ﹤0.01%
7,938
-95,006
2017
$365K ﹤0.01%
39,913
+9,433
2018
$360K ﹤0.01%
46,809
-8,147
2019
$360K ﹤0.01%
23,333
+18,100
2020
$358K ﹤0.01%
120,113
-87,112
2021
$358K ﹤0.01%
56,410
-1,488
2022
$357K ﹤0.01%
27,329
+370
2023
$357K ﹤0.01%
88,564
2024
$353K ﹤0.01%
7,410
+891
2025
$352K ﹤0.01%
32,933
+1,757