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
$88.7B
AUM Growth
+$4.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,964
New
Increased
Reduced
Closed

Top Buys

1 +$577M
2 +$427M
3 +$223M
4
MDLZ icon
Mondelez International
MDLZ
+$219M
5
AAPL icon
Apple
AAPL
+$154M

Top Sells

1 +$252M
2 +$200M
3 +$149M
4
NVDA icon
NVIDIA
NVDA
+$124M
5
DOV icon
Dover
DOV
+$99.9M

Sector Composition

1 Financials 28.11%
2 Energy 12.56%
3 Industrials 8.67%
4 Communication Services 8.42%
5 Technology 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$75M 0.08%
781,021
+3,683
202
$74.4M 0.08%
1,955,483
-189,904
203
$74.4M 0.08%
445,037
-6,837
204
$74.3M 0.08%
1,586,558
+48,377
205
$73.9M 0.08%
605,235
-36,998
206
$73.8M 0.08%
1,364,956
+616,459
207
$73.3M 0.08%
557,682
+24,373
208
$73.1M 0.08%
1,910,884
+305,826
209
$73.1M 0.08%
292,811
-48,130
210
$72.9M 0.08%
380,655
+246,077
211
$72.4M 0.08%
967,851
+75,476
212
$72.3M 0.08%
1,474,208
-400,744
213
$71.9M 0.08%
639,670
-160,433
214
$71.7M 0.08%
994,900
+115,504
215
$71.5M 0.08%
5,279,693
+197,880
216
$71.5M 0.08%
964,800
-58,499
217
$71.3M 0.08%
500,203
-26,720
218
$70.9M 0.07%
+8,555,189
219
$70M 0.07%
4,415,923
-349,743
220
$69.6M 0.07%
653,692
+354,949
221
$69.5M 0.07%
999,152
+54,504
222
$68.5M 0.07%
1,670,800
-2,293,221
223
$68.3M 0.07%
551,251
-554,731
224
$68.3M 0.07%
1,328,024
-311,827
225
$67.9M 0.07%
1,398,437
+225,941