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
$274B
AUM Growth
+$36.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,983
New
Increased
Reduced
Closed

Top Buys

1 +$17.3B
2 +$9.38B
3 +$3.02B
4
TSLA icon
Tesla
TSLA
+$1.33B
5
BNS icon
Scotiabank
BNS
+$757M

Top Sells

1 +$462M
2 +$328M
3 +$290M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$274M
5
MA icon
Mastercard
MA
+$245M

Sector Composition

1 Communication Services 26.76%
2 Consumer Discretionary 18.74%
3 Financials 14.81%
4 Technology 13.17%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$127M 0.04%
2,665,919
-418,399
202
$126M 0.04%
1,356,812
+6,474
203
$125M 0.04%
1,547,306
+46,176
204
$125M 0.04%
3,917,466
+105,545
205
$125M 0.04%
2,079,479
-36,788
206
$123M 0.04%
1,193,495
+370,098
207
$121M 0.04%
1,031,387
-113,244
208
$121M 0.04%
1,280,840
+136,725
209
$121M 0.04%
15,058,061
-1,094,488
210
$120M 0.04%
644,550
+33,657
211
$119M 0.04%
1,033,528
-111,292
212
$119M 0.04%
269,162
+107,936
213
$119M 0.04%
924,712
+38,977
214
$117M 0.04%
779,098
-89,033
215
$117M 0.04%
466,802
-7,563
216
$117M 0.04%
255,183
-7,508
217
$117M 0.04%
147,798
+61,509
218
$115M 0.04%
1,557,071
+177,121
219
$115M 0.04%
576,750
+27,121
220
$114M 0.04%
11,816,459
+341,837
221
$111M 0.04%
578,781
+214,912
222
$110M 0.04%
1,131,120
-90,435
223
$109M 0.04%
376,206
+16,819
224
$109M 0.04%
1,023,513
-329,952
225
$108M 0.04%
1,811,504
-123,342