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
$274B
AUM Growth
+$36.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,983
New
Increased
Reduced
Closed

Top Buys

1 +$17.3B
2 +$9.38B
3 +$3.02B
4
TSLA icon
Tesla
TSLA
+$1.33B
5
BNS icon
Scotiabank
BNS
+$757M

Top Sells

1 +$462M
2 +$328M
3 +$290M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$274M
5
MA icon
Mastercard
MA
+$245M

Sector Composition

1 Communication Services 26.76%
2 Consumer Discretionary 18.74%
3 Financials 14.81%
4 Technology 13.17%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$372K ﹤0.01%
6,209
-1,000
2377
$370K ﹤0.01%
+7,782
2378
$370K ﹤0.01%
11,366
-3,324
2379
$370K ﹤0.01%
22,512
2380
$369K ﹤0.01%
28,882
+2,002
2381
$368K ﹤0.01%
6,026
2382
$368K ﹤0.01%
9,332
-6,820
2383
$368K ﹤0.01%
72,456
+4,222
2384
$366K ﹤0.01%
+24,032
2385
$366K ﹤0.01%
160,546
+50,202
2386
$366K ﹤0.01%
11,023
+3,434
2387
$365K ﹤0.01%
14,336
-4,364
2388
$365K ﹤0.01%
1,812
-443
2389
$365K ﹤0.01%
25,264
2390
$363K ﹤0.01%
+7,722
2391
$363K ﹤0.01%
57,788
+7,788
2392
$363K ﹤0.01%
+10,398
2393
$363K ﹤0.01%
1,952
-401
2394
$360K ﹤0.01%
4,592
+1,862
2395
$359K ﹤0.01%
37,121
+29,030
2396
$359K ﹤0.01%
+33,193
2397
$358K ﹤0.01%
+7,500
2398
$358K ﹤0.01%
8,661
-1,089
2399
$357K ﹤0.01%
4,898
-12,705
2400
$356K ﹤0.01%
+10,846