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
$110B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,584
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$494M
3 +$222M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$202M
5
TSG
The Stars Group Inc.
TSG
+$188M

Top Sells

1 +$729M
2 +$361M
3 +$267M
4
NFLX icon
Netflix
NFLX
+$215M
5
HD icon
Home Depot
HD
+$201M

Sector Composition

1 Financials 25.84%
2 Technology 11.24%
3 Energy 9.79%
4 Communication Services 8.89%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$286K ﹤0.01%
3,640
+276
2327
$286K ﹤0.01%
25,265
+2,045
2328
$286K ﹤0.01%
20,455
-905
2329
$285K ﹤0.01%
23,572
-11,794
2330
$285K ﹤0.01%
6,598
-1,221
2331
$284K ﹤0.01%
8,450
-167
2332
$283K ﹤0.01%
4,301
2333
$282K ﹤0.01%
30,385
-1,321
2334
$282K ﹤0.01%
1,417
+84
2335
$280K ﹤0.01%
30,459
-15,243
2336
$280K ﹤0.01%
16,176
-2,876
2337
$280K ﹤0.01%
71,849
-728,151
2338
$278K ﹤0.01%
7,700
+7,340
2339
$278K ﹤0.01%
4,844
+102
2340
$276K ﹤0.01%
7,414
-3,703
2341
$276K ﹤0.01%
10,784
+283
2342
$276K ﹤0.01%
24,752
-1,015
2343
$274K ﹤0.01%
4,727
+107
2344
$273K ﹤0.01%
20,877
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2345
$271K ﹤0.01%
15,441
+1,608
2346
$269K ﹤0.01%
15,812
+588
2347
$269K ﹤0.01%
133,043
-99,325
2348
$269K ﹤0.01%
4,327
-23,625
2349
$268K ﹤0.01%
5,074
-445
2350
$268K ﹤0.01%
5,485
+363