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
$108B
AUM Growth
+$10.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,538
New
Increased
Reduced
Closed

Top Buys

1 +$610M
2 +$396M
3 +$352M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$330M
5
AABA
Altaba Inc
AABA
+$313M

Top Sells

1 +$1.42B
2 +$883M
3 +$472M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$388M
5
MSFT icon
Microsoft
MSFT
+$273M

Sector Composition

1 Financials 26.59%
2 Technology 11.79%
3 Energy 10.1%
4 Communication Services 8.36%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$482K ﹤0.01%
+28,012
2002
$481K ﹤0.01%
18,277
+244
2003
$480K ﹤0.01%
6,142
-750
2004
$479K ﹤0.01%
20,755
+210
2005
$476K ﹤0.01%
5,088
-581
2006
$475K ﹤0.01%
5,152
+4,350
2007
$475K ﹤0.01%
+24,704
2008
$474K ﹤0.01%
23,980
-461,110
2009
$473K ﹤0.01%
+125
2010
$471K ﹤0.01%
2,571
-188
2011
$470K ﹤0.01%
10,841
+6,265
2012
$470K ﹤0.01%
9,049
-23,098
2013
$469K ﹤0.01%
9,304
+1,796
2014
$468K ﹤0.01%
78,280
-138,728
2015
$467K ﹤0.01%
20,689
-3,532
2016
$465K ﹤0.01%
3,846
-2,472
2017
$465K ﹤0.01%
21,284
-6,477
2018
$465K ﹤0.01%
35,300
+22,564
2019
$465K ﹤0.01%
4,077
-1,934
2020
$463K ﹤0.01%
31,225
-9,629
2021
$461K ﹤0.01%
86,665
+276
2022
$457K ﹤0.01%
16,965
+15,656
2023
$456K ﹤0.01%
11,580
+3,108
2024
$455K ﹤0.01%
11,151
+916
2025
$455K ﹤0.01%
26,553
+24,072