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
2001
$816K ﹤0.01%
35,003
-48,788
2002
$816K ﹤0.01%
32,814
+5,067
2003
$815K ﹤0.01%
4,766
-3,903
2004
$813K ﹤0.01%
42,300
+22,193
2005
$813K ﹤0.01%
90,536
+88,716
2006
$812K ﹤0.01%
171,700
-55,100
2007
$809K ﹤0.01%
25,800
+11,301
2008
$808K ﹤0.01%
68,548
-10,553
2009
$805K ﹤0.01%
46,634
+45,550
2010
$804K ﹤0.01%
11,297
+1,377
2011
$802K ﹤0.01%
6,377
-3,422
2012
$801K ﹤0.01%
46,407
+3,561
2013
$800K ﹤0.01%
73,078
-139,111
2014
$797K ﹤0.01%
12,320
-7,413
2015
$797K ﹤0.01%
62,703
+8,688
2016
$794K ﹤0.01%
38,250
+1,202
2017
$784K ﹤0.01%
74,786
+15,785
2018
$784K ﹤0.01%
44,220
+15,544
2019
$783K ﹤0.01%
48,373
+45,540
2020
$783K ﹤0.01%
44,229
-9,907
2021
$782K ﹤0.01%
90,000
2022
$779K ﹤0.01%
2,063
+995
2023
$778K ﹤0.01%
30,948
+7,620
2024
$772K ﹤0.01%
28,674
-412
2025
$771K ﹤0.01%
9,946
+5,196