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
$109B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,600
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$168M
3 +$166M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$162M
5
MRK icon
Merck
MRK
+$152M

Top Sells

1 +$895M
2 +$408M
3 +$308M
4
BNS icon
Scotiabank
BNS
+$269M
5
NFLX icon
Netflix
NFLX
+$228M

Sector Composition

1 Financials 26.9%
2 Technology 11.07%
3 Energy 9.54%
4 Industrials 8.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$370K ﹤0.01%
11,349
+1,349
2202
$370K ﹤0.01%
2,215
+2,067
2203
$370K ﹤0.01%
979
+698
2204
$370K ﹤0.01%
14,162
-6,645
2205
$369K ﹤0.01%
8,272
+5,701
2206
$368K ﹤0.01%
+10,350
2207
$367K ﹤0.01%
4,826
2208
$366K ﹤0.01%
29,398
+27,880
2209
$365K ﹤0.01%
4,625
+3,775
2210
$365K ﹤0.01%
14,129
-3,301
2211
$365K ﹤0.01%
5,501
+1,794
2212
$363K ﹤0.01%
10,678
+7,125
2213
$361K ﹤0.01%
6,545
+1,204
2214
$361K ﹤0.01%
20,151
+2,984
2215
$360K ﹤0.01%
8,982
+4,548
2216
$359K ﹤0.01%
10,865
+4,029
2217
$359K ﹤0.01%
8,309
+3,699
2218
$358K ﹤0.01%
88,694
-70,741
2219
$357K ﹤0.01%
6,299
-5
2220
$356K ﹤0.01%
3,881
-9,166
2221
$356K ﹤0.01%
9,990
-3,838
2222
$356K ﹤0.01%
10,547
+7,762
2223
$355K ﹤0.01%
7,391
+3,764
2224
$355K ﹤0.01%
8,068
+12
2225
$354K ﹤0.01%
8,475
-753