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
$135B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,650
New
Increased
Reduced
Closed

Top Buys

1 +$789M
2 +$641M
3 +$596M
4
MSFT icon
Microsoft
MSFT
+$585M
5
AMZN icon
Amazon
AMZN
+$523M

Sector Composition

1 Financials 24.6%
2 Technology 16%
3 Industrials 8.97%
4 Communication Services 8.68%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$615K ﹤0.01%
102,087
-25,066
2202
$615K ﹤0.01%
80,816
-4,355
2203
$613K ﹤0.01%
6,847
-270
2204
$613K ﹤0.01%
13,876
+9,575
2205
$613K ﹤0.01%
43,019
+21,202
2206
$612K ﹤0.01%
20,640
+15,448
2207
$612K ﹤0.01%
7,449
+5,367
2208
$607K ﹤0.01%
3,746
+556
2209
$605K ﹤0.01%
+74,495
2210
$603K ﹤0.01%
43,033
+26,187
2211
$602K ﹤0.01%
30,147
-4,386
2212
$599K ﹤0.01%
13,876
+8,610
2213
$598K ﹤0.01%
1,056
+773
2214
$598K ﹤0.01%
52,356
+24,874
2215
$597K ﹤0.01%
73,309
+8,746
2216
$597K ﹤0.01%
94,974
+81,687
2217
$597K ﹤0.01%
8,247
-218
2218
$596K ﹤0.01%
15,067
-547
2219
$596K ﹤0.01%
13,632
+8,756
2220
$593K ﹤0.01%
6,968
+3,263
2221
$593K ﹤0.01%
9,904
+4,066
2222
$592K ﹤0.01%
98,189
+8,591
2223
$591K ﹤0.01%
29,501
+18,025
2224
$590K ﹤0.01%
+2,201
2225
$590K ﹤0.01%
24,343
+111