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
$308B
AUM Growth
+$33.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,873
New
Increased
Reduced
Closed

Top Buys

1 +$8.4B
2 +$6.78B
3 +$2.67B
4
AAPL icon
Apple
AAPL
+$1.45B
5
MSFT icon
Microsoft
MSFT
+$929M

Top Sells

1 +$1.35B
2 +$651M
3 +$567M
4
CNQ icon
Canadian Natural Resources
CNQ
+$499M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$462M

Sector Composition

1 Communication Services 25.57%
2 Consumer Discretionary 19.87%
3 Technology 14.68%
4 Financials 14.23%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$341K ﹤0.01%
+17,100
2302
$341K ﹤0.01%
3,932
+2,393
2303
$341K ﹤0.01%
3,868
-20,944
2304
$340K ﹤0.01%
23,058
-200
2305
$340K ﹤0.01%
12,760
-600
2306
$340K ﹤0.01%
8,098
-338
2307
$339K ﹤0.01%
6,598
+356
2308
$338K ﹤0.01%
7,808
+375
2309
$337K ﹤0.01%
10,696
-5,101
2310
$336K ﹤0.01%
17,663
+4,274
2311
$335K ﹤0.01%
10,720
-7,683
2312
$335K ﹤0.01%
22,142
+634
2313
$332K ﹤0.01%
13,750
-2,042
2314
$332K ﹤0.01%
4,312
+293
2315
$332K ﹤0.01%
6,410
+5,660
2316
$331K ﹤0.01%
5,932
+887
2317
$331K ﹤0.01%
+3,026
2318
$331K ﹤0.01%
5,030
+908
2319
$330K ﹤0.01%
+13,896
2320
$329K ﹤0.01%
53,783
-15,394
2321
$329K ﹤0.01%
30,594
-14,550
2322
$329K ﹤0.01%
10,694
-731
2323
$329K ﹤0.01%
1,757
+202
2324
$328K ﹤0.01%
10,878
+587
2325
$328K ﹤0.01%
+15,282