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
$192B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,385
New
Increased
Reduced
Closed

Top Buys

1 +$3.24B
2 +$963M
3 +$668M
4
TRP icon
TC Energy
TRP
+$591M
5
TD icon
Toronto Dominion Bank
TD
+$523M

Top Sells

1 +$832M
2 +$733M
3 +$721M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$518M
5
AMZN icon
Amazon
AMZN
+$450M

Sector Composition

1 Financials 24.86%
2 Technology 18.84%
3 Communication Services 7.88%
4 Industrials 7.12%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$344K ﹤0.01%
12,918
+2,258
2102
$343K ﹤0.01%
7,474
+122
2103
$342K ﹤0.01%
9,186
-946
2104
$342K ﹤0.01%
10,005
2105
$341K ﹤0.01%
4,956
-1,885
2106
$341K ﹤0.01%
15,758
-113,427
2107
$341K ﹤0.01%
8,297
+1,000
2108
$340K ﹤0.01%
7,885
+1,785
2109
$340K ﹤0.01%
3,285
2110
$339K ﹤0.01%
1,902
-146
2111
$339K ﹤0.01%
16,688
+3,946
2112
$339K ﹤0.01%
+5,229
2113
$338K ﹤0.01%
13,448
-1,000
2114
$338K ﹤0.01%
5,675
2115
$338K ﹤0.01%
3,659
+604
2116
$337K ﹤0.01%
5,686
-5,758
2117
$337K ﹤0.01%
12,791
+568
2118
$336K ﹤0.01%
3,700
+919
2119
$335K ﹤0.01%
21,574
+3,642
2120
$335K ﹤0.01%
17,374
+4,106
2121
$335K ﹤0.01%
3,273
-1,701
2122
$333K ﹤0.01%
5,199
-131
2123
$333K ﹤0.01%
10,804
+1,135
2124
$333K ﹤0.01%
40,074
+12,436
2125
$333K ﹤0.01%
2,528
+526