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
$308B
AUM Growth
+$33.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,873
New
Increased
Reduced
Closed

Top Buys

1 +$8.4B
2 +$6.78B
3 +$2.67B
4
AAPL icon
Apple
AAPL
+$1.45B
5
MSFT icon
Microsoft
MSFT
+$929M

Top Sells

1 +$1.35B
2 +$651M
3 +$567M
4
CNQ icon
Canadian Natural Resources
CNQ
+$499M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$462M

Sector Composition

1 Communication Services 25.57%
2 Consumer Discretionary 19.87%
3 Technology 14.68%
4 Financials 14.23%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$471K ﹤0.01%
+11,486
2077
$471K ﹤0.01%
36,118
-44,529
2078
$469K ﹤0.01%
+8,477
2079
$468K ﹤0.01%
5,491
-736
2080
$468K ﹤0.01%
5,500
+15
2081
$467K ﹤0.01%
12,283
+11,386
2082
$467K ﹤0.01%
7,446
-546
2083
$467K ﹤0.01%
3,428
-61
2084
$467K ﹤0.01%
6,661
-9,658
2085
$464K ﹤0.01%
8,502
+155
2086
$464K ﹤0.01%
20,935
+165
2087
$464K ﹤0.01%
8,872
+1,319
2088
$464K ﹤0.01%
13,127
+12
2089
$463K ﹤0.01%
+76,800
2090
$463K ﹤0.01%
41,832
-17,601
2091
$460K ﹤0.01%
+55,377
2092
$460K ﹤0.01%
5,387
-1,833
2093
$460K ﹤0.01%
14,035
-1,616
2094
$458K ﹤0.01%
15,889
-12,554
2095
$458K ﹤0.01%
18,728
-10,256
2096
$457K ﹤0.01%
4,038
+35
2097
$454K ﹤0.01%
+13,350
2098
$452K ﹤0.01%
15,673
+8,738
2099
$451K ﹤0.01%
+39,041
2100
$450K ﹤0.01%
+14,166