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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$539K ﹤0.01%
32,472
-10,808
2002
$538K ﹤0.01%
1,386
+736
2003
$537K ﹤0.01%
5,940
-230
2004
$536K ﹤0.01%
10,393
-7,877
2005
$535K ﹤0.01%
2,802
-2,270
2006
$534K ﹤0.01%
3,316
+1,478
2007
$534K ﹤0.01%
10,352
+5,053
2008
$533K ﹤0.01%
5,273
+1,896
2009
$533K ﹤0.01%
12,576
+6,465
2010
$532K ﹤0.01%
5,405
-856
2011
$532K ﹤0.01%
11,160
+5,321
2012
$530K ﹤0.01%
13,214
+5,736
2013
$530K ﹤0.01%
8,740
+5
2014
$528K ﹤0.01%
10,801
-635
2015
$526K ﹤0.01%
67,833
+32,327
2016
$525K ﹤0.01%
57,274
-96,333
2017
$524K ﹤0.01%
39,605
+19,860
2018
$524K ﹤0.01%
8,003
+5,769
2019
$523K ﹤0.01%
6,468
-797
2020
$522K ﹤0.01%
5,349
-216
2021
$522K ﹤0.01%
11,430
+3,286
2022
$522K ﹤0.01%
22,865
+17,481
2023
$521K ﹤0.01%
+63,348
2024
$520K ﹤0.01%
8,955
+3,920
2025
$519K ﹤0.01%
10,808
+2,575