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
$108B
AUM Growth
+$5.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$665M
2 +$260M
3 +$240M
4
DD icon
DuPont de Nemours
DD
+$238M
5
GM icon
General Motors
GM
+$196M

Top Sells

1 +$286M
2 +$282M
3 +$236M
4
RAI
Reynolds American Inc
RAI
+$229M
5
APD icon
Air Products & Chemicals
APD
+$211M

Sector Composition

1 Financials 27.03%
2 Energy 10.82%
3 Technology 8.75%
4 Industrials 8.61%
5 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$254K ﹤0.01%
5,889
-1,750
2352
$253K ﹤0.01%
8,829
+5,064
2353
$252K ﹤0.01%
3,381
2354
$252K ﹤0.01%
2,170
2355
$251K ﹤0.01%
9,953
+1,322
2356
$251K ﹤0.01%
35,382
-35,085
2357
$250K ﹤0.01%
9,030
2358
$250K ﹤0.01%
12,568
+558
2359
$249K ﹤0.01%
31,700
2360
$249K ﹤0.01%
3,446
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$248K ﹤0.01%
3,646
2362
$247K ﹤0.01%
40,084
+15,902
2363
$247K ﹤0.01%
13,644
+3,586
2364
$247K ﹤0.01%
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2365
$247K ﹤0.01%
9,092
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$246K ﹤0.01%
6,628
2367
$245K ﹤0.01%
12,649
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$244K ﹤0.01%
2,755
-54,727
2369
$244K ﹤0.01%
5,630
+3,354
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$243K ﹤0.01%
8,535
-3,469
2371
$243K ﹤0.01%
17,076
+16,256
2372
$242K ﹤0.01%
14,034
-2,412
2373
$242K ﹤0.01%
2,147
+19
2374
$242K ﹤0.01%
14,218
+212
2375
$241K ﹤0.01%
29,960
-6,520