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
$100B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,950
New
Increased
Reduced
Closed

Top Buys

1 +$688M
2 +$435M
3 +$279M
4
MFC icon
Manulife Financial
MFC
+$258M
5
MSFT icon
Microsoft
MSFT
+$251M

Top Sells

1 +$469M
2 +$161M
3 +$135M
4
WFC icon
Wells Fargo
WFC
+$123M
5
ET icon
Energy Transfer Partners
ET
+$113M

Sector Composition

1 Financials 27.67%
2 Energy 11.84%
3 Industrials 8.45%
4 Communication Services 8.34%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$214K ﹤0.01%
41,359
+35,463
2227
$214K ﹤0.01%
44,496
+25,228
2228
$213K ﹤0.01%
5,100
+865
2229
$212K ﹤0.01%
3,765
+2,865
2230
$212K ﹤0.01%
7,254
+46
2231
$212K ﹤0.01%
16,970
-124
2232
$212K ﹤0.01%
4,348
-30,191
2233
$211K ﹤0.01%
22,235
-10,510
2234
$211K ﹤0.01%
21,899
+9,651
2235
$210K ﹤0.01%
1,088
2236
$210K ﹤0.01%
2,736
-8,483
2237
$210K ﹤0.01%
12,646
+9,646
2238
$210K ﹤0.01%
35,000
2239
$210K ﹤0.01%
13,332
+12,832
2240
$209K ﹤0.01%
151,605
+151,100
2241
$209K ﹤0.01%
+16,000
2242
$209K ﹤0.01%
10,800
+10,699
2243
$208K ﹤0.01%
13,380
-1,392
2244
$208K ﹤0.01%
9,446
+2,258
2245
$208K ﹤0.01%
6,382
-2,898
2246
$207K ﹤0.01%
10,302
+852
2247
$207K ﹤0.01%
2,583
2248
$206K ﹤0.01%
3,333
+3,230
2249
$206K ﹤0.01%
22,182
-1,126
2250
$206K ﹤0.01%
4,137