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
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,029
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$911K
3 +$677K
4
CNQ icon
Canadian Natural Resources
CNQ
+$510K
5
COST icon
Costco
COST
+$357K

Top Sells

1 +$73M
2 +$62.1M
3 +$32.4M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$26.9M
5
MXCT icon
MaxCyte
MXCT
+$23.3M

Sector Composition

1 Financials 19.47%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$477 ﹤0.01%
10,477
+1,901
2302
$476 ﹤0.01%
9,196
-131,445
2303
$476 ﹤0.01%
+48,316
2304
$475 ﹤0.01%
76,261
-9,779
2305
$474 ﹤0.01%
2,314
-2,096
2306
$473 ﹤0.01%
7,207
-1,011
2307
$473 ﹤0.01%
20,147
-5,015
2308
$472 ﹤0.01%
5,579
+1,725
2309
$471 ﹤0.01%
17,500
2310
$471 ﹤0.01%
15,725
2311
$469 ﹤0.01%
11,086
-7,091
2312
$469 ﹤0.01%
+23,274
2313
$469 ﹤0.01%
8,355
+1,214
2314
$468 ﹤0.01%
+12,817
2315
$468 ﹤0.01%
3,437
2316
$465 ﹤0.01%
23,653
-88,777
2317
$465 ﹤0.01%
7,375
-1,608
2318
$464 ﹤0.01%
13,162
+1,147
2319
$464 ﹤0.01%
16,066
-326
2320
$464 ﹤0.01%
21,320
-42,146
2321
$463 ﹤0.01%
20,230
+473
2322
$462 ﹤0.01%
21,875
+1,456
2323
$462 ﹤0.01%
419,828
-217,231
2324
$461 ﹤0.01%
16,800
-18,269
2325
$461 ﹤0.01%
37,623
-6,823