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
$112B
AUM Growth
+$3.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$488M
2 +$310M
3 +$299M
4
GLD icon
SPDR Gold Trust
GLD
+$242M
5
LLY icon
Eli Lilly
LLY
+$180M

Top Sells

1 +$385M
2 +$278M
3 +$275M
4
CTXS
Citrix Systems Inc
CTXS
+$271M
5
RY icon
Royal Bank of Canada
RY
+$233M

Sector Composition

1 Financials 27.4%
2 Technology 9.96%
3 Energy 9.93%
4 Industrials 8.56%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$209K ﹤0.01%
4,582
+300
2402
$208K ﹤0.01%
10,993
+88
2403
$208K ﹤0.01%
31,887
-118
2404
$208K ﹤0.01%
6,971
-260
2405
$207K ﹤0.01%
3,473
-888
2406
$206K ﹤0.01%
5,240
-1,856
2407
$206K ﹤0.01%
5,630
-24,938
2408
$204K ﹤0.01%
1,085
-20
2409
$203K ﹤0.01%
3,551
+1,520
2410
$203K ﹤0.01%
503
-49
2411
$203K ﹤0.01%
3,660
-11,386
2412
$202K ﹤0.01%
5,091
-969
2413
$202K ﹤0.01%
12,436
-7,354
2414
$202K ﹤0.01%
5,016
2415
$201K ﹤0.01%
31,816
-5,907
2416
$200K ﹤0.01%
13,042
+3,782
2417
$199K ﹤0.01%
15,456
2418
$199K ﹤0.01%
22,974
+306
2419
$199K ﹤0.01%
5,050
-6,850
2420
$199K ﹤0.01%
36,564
+3,329
2421
$198K ﹤0.01%
29,170
+21,522
2422
$197K ﹤0.01%
21,386
+20,401
2423
$196K ﹤0.01%
5,060
-339
2424
$196K ﹤0.01%
7,692
2425
$195K ﹤0.01%
9,661
+475