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
$215B
AUM Growth
-$116B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,934
New
Increased
Reduced
Closed

Top Buys

1 +$1.92B
2 +$1.56B
3 +$970M
4
FLUT icon
Flutter Entertainment
FLUT
+$958M
5
CRWD icon
CrowdStrike
CRWD
+$866M

Top Sells

1 +$2.61B
2 +$737M
3 +$639M
4
RY icon
Royal Bank of Canada
RY
+$589M
5
BNS icon
Scotiabank
BNS
+$495M

Sector Composition

1 Financials 22.78%
2 Technology 20.68%
3 Communication Services 8.12%
4 Industrials 7%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$372K ﹤0.01%
44,698
+300
2202
$372K ﹤0.01%
24,960
+2,744
2203
$372K ﹤0.01%
9,330
-496
2204
$371K ﹤0.01%
22,952
-2,050
2205
$370K ﹤0.01%
5,268
-400
2206
$369K ﹤0.01%
12,037
-1,190
2207
$369K ﹤0.01%
117
-117
2208
$368K ﹤0.01%
31,444
-947,390
2209
$368K ﹤0.01%
12,111
+822
2210
$367K ﹤0.01%
10,436
+1,260
2211
$365K ﹤0.01%
2,726
-2,263
2212
$362K ﹤0.01%
105,247
-5,688
2213
$361K ﹤0.01%
4,059
-482
2214
$361K ﹤0.01%
9,583
+2,657
2215
$361K ﹤0.01%
7,773
-195
2216
$360K ﹤0.01%
6,166
-22
2217
$360K ﹤0.01%
+9,011
2218
$360K ﹤0.01%
11,508
-3,840
2219
$359K ﹤0.01%
4,698
-848
2220
$359K ﹤0.01%
40,949
-8,031
2221
$358K ﹤0.01%
10,561
-24,523
2222
$358K ﹤0.01%
5,624
+236
2223
$358K ﹤0.01%
78,096
-512,519
2224
$357K ﹤0.01%
11,393
-1,085
2225
$357K ﹤0.01%
1,638
-509