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
$103B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$263M
2 +$215M
3 +$207M
4
WCN icon
Waste Connections
WCN
+$199M
5
BX icon
Blackstone
BX
+$198M

Top Sells

1 +$795M
2 +$351M
3 +$298M
4
EOG icon
EOG Resources
EOG
+$258M
5
DFS
Discover Financial Services
DFS
+$191M

Sector Composition

1 Financials 26.44%
2 Energy 10.91%
3 Industrials 8.47%
4 Communication Services 8.03%
5 Technology 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$298K ﹤0.01%
27,049
2252
$298K ﹤0.01%
+12,213
2253
$297K ﹤0.01%
7,529
+6,700
2254
$295K ﹤0.01%
10,663
+10,542
2255
$293K ﹤0.01%
+9,820
2256
$291K ﹤0.01%
3,896
-1,069
2257
$290K ﹤0.01%
14,768
+1,436
2258
$289K ﹤0.01%
6,628
+57
2259
$289K ﹤0.01%
8,966
-2,267
2260
$288K ﹤0.01%
10,492
+7,105
2261
$287K ﹤0.01%
5,510
+5,304
2262
$286K ﹤0.01%
15,057
+5,979
2263
$285K ﹤0.01%
23,535
+11,527
2264
$284K ﹤0.01%
+14,896
2265
$284K ﹤0.01%
20,114
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2266
$282K ﹤0.01%
+31,994
2267
$280K ﹤0.01%
9,570
+124
2268
$280K ﹤0.01%
51,761
+49,926
2269
$278K ﹤0.01%
5,712
-2,368
2270
0
2271
$277K ﹤0.01%
6,664
-912
2272
$277K ﹤0.01%
2,113
+166
2273
$276K ﹤0.01%
20,158
+324
2274
$275K ﹤0.01%
4,627
-355
2275
$274K ﹤0.01%
109
+78