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
$192B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,385
New
Increased
Reduced
Closed

Top Buys

1 +$3.24B
2 +$963M
3 +$668M
4
TRP icon
TC Energy
TRP
+$591M
5
TD icon
Toronto Dominion Bank
TD
+$523M

Top Sells

1 +$832M
2 +$733M
3 +$721M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$518M
5
AMZN icon
Amazon
AMZN
+$450M

Sector Composition

1 Financials 24.86%
2 Technology 18.84%
3 Communication Services 7.88%
4 Industrials 7.12%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$208K ﹤0.01%
3,246
-4,228
2377
$208K ﹤0.01%
+3,003
2378
$207K ﹤0.01%
21,629
+4,934
2379
$207K ﹤0.01%
168,545
+9,204
2380
$207K ﹤0.01%
2,725
2381
$207K ﹤0.01%
172
+16
2382
$206K ﹤0.01%
6,335
+5,528
2383
$206K ﹤0.01%
+7,453
2384
$206K ﹤0.01%
3,562
+1,156
2385
$206K ﹤0.01%
+12,152
2386
$205K ﹤0.01%
+8,206
2387
$205K ﹤0.01%
346,419
+35,479
2388
$205K ﹤0.01%
7,188
+826
2389
$204K ﹤0.01%
25,751
-171,528
2390
$204K ﹤0.01%
5,176
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2391
$204K ﹤0.01%
+7,974
2392
$203K ﹤0.01%
+4,031
2393
$203K ﹤0.01%
22,757
+4,055
2394
$202K ﹤0.01%
+10,000
2395
$201K ﹤0.01%
7,400
2396
$201K ﹤0.01%
+13,730
2397
$201K ﹤0.01%
+3,967
2398
$201K ﹤0.01%
10,957
-55
2399
$198K ﹤0.01%
+10,206
2400
$198K ﹤0.01%
+11,230