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
$84.8B
AUM Growth
-$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,994
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$172M
3 +$164M
4
QSR icon
Restaurant Brands International
QSR
+$163M
5
INTC icon
Intel
INTC
+$160M

Top Sells

1 +$346M
2 +$242M
3 +$224M
4
MRK icon
Merck
MRK
+$223M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$193M

Sector Composition

1 Financials 26.7%
2 Energy 11.32%
3 Healthcare 9.66%
4 Technology 9.31%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$181K ﹤0.01%
8,446
-7,513
2202
$181K ﹤0.01%
+4,650
2203
$181K ﹤0.01%
4,090
+658
2204
$180K ﹤0.01%
6,533
-5,236
2205
$179K ﹤0.01%
+6,656
2206
$179K ﹤0.01%
3,215
+3,152
2207
$178K ﹤0.01%
2,910
-38,962
2208
$178K ﹤0.01%
1,474
-503
2209
$176K ﹤0.01%
6,593
+2,167
2210
$176K ﹤0.01%
4,261
+3,966
2211
$175K ﹤0.01%
12,640
-1,278
2212
$175K ﹤0.01%
32,710
+28,550
2213
$175K ﹤0.01%
7,678
-1,747
2214
$174K ﹤0.01%
13,418
-14,134
2215
$174K ﹤0.01%
2,304
2216
$173K ﹤0.01%
5,196
-249
2217
$173K ﹤0.01%
34,307
+10,338
2218
$172K ﹤0.01%
+200
2219
$172K ﹤0.01%
2,871
+784
2220
$172K ﹤0.01%
5,305
+4,097
2221
$171K ﹤0.01%
2,626
-9,797
2222
$170K ﹤0.01%
3,584
2223
$169K ﹤0.01%
+4,900
2224
$169K ﹤0.01%
17,715
+3,562
2225
$169K ﹤0.01%
9,812
-1,114