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
2251
$195K ﹤0.01%
35,000
+27,057
2252
$195K ﹤0.01%
2,297
-21,554
2253
$194K ﹤0.01%
6,082
+1,208
2254
$194K ﹤0.01%
2,205
2255
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6,113
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2256
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2257
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2258
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6,625
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2259
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2260
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2261
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2262
$192K ﹤0.01%
5,616
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2263
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2264
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13,916
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2265
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31,700
2266
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2267
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2268
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15,729
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2269
$187K ﹤0.01%
2,256
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2270
$187K ﹤0.01%
12,638
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2271
$186K ﹤0.01%
10,334
+9,852
2272
$186K ﹤0.01%
3,256
+3,206
2273
$186K ﹤0.01%
2,556
2274
$186K ﹤0.01%
34,948
+6,946
2275
$185K ﹤0.01%
9,146
+1,554