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
2076
$695K ﹤0.01%
4,190
+127
2077
$695K ﹤0.01%
8,747
+117
2078
$695K ﹤0.01%
16,870
-1,943
2079
$693K ﹤0.01%
9,773
-10,386
2080
$688K ﹤0.01%
+8,955
2081
$688K ﹤0.01%
11,477
+1,255
2082
$683K ﹤0.01%
13,800
+666
2083
$682K ﹤0.01%
26,651
+13,653
2084
$680K ﹤0.01%
30,954
+28,989
2085
$679K ﹤0.01%
47,760
+6,176
2086
$678K ﹤0.01%
37,783
-1,159
2087
$678K ﹤0.01%
32,015
+30,594
2088
$677K ﹤0.01%
36,420
+35,770
2089
$676K ﹤0.01%
122,013
+1,598
2090
$673K ﹤0.01%
28,195
+5,700
2091
$672K ﹤0.01%
19,551
+5,167
2092
$671K ﹤0.01%
15,352
+1,307
2093
$671K ﹤0.01%
11,653
+3,725
2094
$670K ﹤0.01%
15,955
+662
2095
$669K ﹤0.01%
6,023
-17,387
2096
$669K ﹤0.01%
41,601
+29,463
2097
$668K ﹤0.01%
5,357
+3,021
2098
$663K ﹤0.01%
36,593
+18,147
2099
$662K ﹤0.01%
11,052
+526
2100
$661K ﹤0.01%
41,983
+40,368