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
2101
$659K ﹤0.01%
+123,736
2102
$657K ﹤0.01%
35,876
+4,888
2103
$656K ﹤0.01%
6,335
+3,161
2104
$654K ﹤0.01%
19,713
+6,606
2105
$652K ﹤0.01%
6,810
+4,850
2106
$647K ﹤0.01%
18,672
-1,617
2107
$645K ﹤0.01%
79,243
+21,382
2108
$643K ﹤0.01%
5,848
-12,271
2109
$642K ﹤0.01%
5,840
2110
$642K ﹤0.01%
20,188
+19,388
2111
$642K ﹤0.01%
6,595
-16,397
2112
$640K ﹤0.01%
45,035
+23,678
2113
$639K ﹤0.01%
27,311
+26,714
2114
$636K ﹤0.01%
20,569
-2,611
2115
$634K ﹤0.01%
99,020
+48,305
2116
$633K ﹤0.01%
21,155
+9,173
2117
$630K ﹤0.01%
33,154
-6,766
2118
$629K ﹤0.01%
17,095
+9,016
2119
$627K ﹤0.01%
34,795
+34,077
2120
$626K ﹤0.01%
42,670
2121
$624K ﹤0.01%
12,095
+1,280
2122
$624K ﹤0.01%
9,256
+1,129
2123
$623K ﹤0.01%
218,821
-119,658
2124
$623K ﹤0.01%
7,182
+1,295
2125
$623K ﹤0.01%
201,720
+4,251