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
$83.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1 +$542M
2 +$181M
3 +$159M
4
CTXS
Citrix Systems Inc
CTXS
+$158M
5
BA icon
Boeing
BA
+$145M

Top Sells

1 +$193M
2 +$166M
3 +$162M
4
TD icon
Toronto Dominion Bank
TD
+$150M
5
MHK icon
Mohawk Industries
MHK
+$149M

Sector Composition

1 Financials 27.15%
2 Energy 10.38%
3 Healthcare 10.34%
4 Technology 9.35%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$180K ﹤0.01%
3,466
2252
$180K ﹤0.01%
15,603
+8,152
2253
$179K ﹤0.01%
+7,782
2254
$179K ﹤0.01%
20,600
2255
$179K ﹤0.01%
4,724
+2,464
2256
$178K ﹤0.01%
7,466
+2,940
2257
$178K ﹤0.01%
5,087
+1,710
2258
$178K ﹤0.01%
26,628
+10,490
2259
$178K ﹤0.01%
5,797
+1,910
2260
$178K ﹤0.01%
3,450
+1,360
2261
$178K ﹤0.01%
9,237
+9,003
2262
$177K ﹤0.01%
5,337
+3,293
2263
$177K ﹤0.01%
7,205
+4,634
2264
$177K ﹤0.01%
56,805
-9,989
2265
$176K ﹤0.01%
10,437
2266
$176K ﹤0.01%
16,000
-3,862
2267
$176K ﹤0.01%
+23,800
2268
$176K ﹤0.01%
+7,344
2269
$176K ﹤0.01%
19,588
-2,591
2270
$176K ﹤0.01%
26,116
-3,921
2271
$176K ﹤0.01%
5,842
-443
2272
$175K ﹤0.01%
6,463
-4,413
2273
$175K ﹤0.01%
2,633
+133
2274
$175K ﹤0.01%
6,170
+4,102
2275
$175K ﹤0.01%
7,257
+2,860