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
$85.6B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1 +$504M
2 +$489M
3 +$419M
4
BNS icon
Scotiabank
BNS
+$409M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$208M

Top Sells

1 +$270M
2 +$259M
3 +$257M
4
QCOM icon
Qualcomm
QCOM
+$234M
5
MGA icon
Magna International
MGA
+$165M

Sector Composition

1 Financials 28.25%
2 Energy 11.94%
3 Technology 9.16%
4 Healthcare 8.91%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$180K ﹤0.01%
12,000
2152
$180K ﹤0.01%
29,270
-1,550
2153
$179K ﹤0.01%
9,671
-7,392
2154
$178K ﹤0.01%
4,892
+912
2155
$178K ﹤0.01%
6,129
+1,129
2156
$178K ﹤0.01%
2,841
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2157
$178K ﹤0.01%
3,276
+172
2158
$177K ﹤0.01%
19,569
2159
$177K ﹤0.01%
22,596
+2,998
2160
$177K ﹤0.01%
30,835
-18,350
2161
$176K ﹤0.01%
35,527
-6,351
2162
$176K ﹤0.01%
+8,571
2163
$176K ﹤0.01%
10,926
2164
$175K ﹤0.01%
3,552
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2165
$175K ﹤0.01%
48,978
+22,986
2166
$174K ﹤0.01%
24,750
+12,250
2167
$173K ﹤0.01%
4,795
-10
2168
$173K ﹤0.01%
6,655
-475
2169
$173K ﹤0.01%
2,550
2170
$173K ﹤0.01%
2,304
2171
$172K ﹤0.01%
7,823
+186
2172
$172K ﹤0.01%
9,250
2173
$172K ﹤0.01%
17,400
2174
$171K ﹤0.01%
2,898
+433
2175
$171K ﹤0.01%
7,746
+162