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
$308B
AUM Growth
+$33.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,873
New
Increased
Reduced
Closed

Top Buys

1 +$8.4B
2 +$6.78B
3 +$2.67B
4
AAPL icon
Apple
AAPL
+$1.45B
5
MSFT icon
Microsoft
MSFT
+$929M

Top Sells

1 +$1.35B
2 +$651M
3 +$567M
4
CNQ icon
Canadian Natural Resources
CNQ
+$499M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$462M

Sector Composition

1 Communication Services 25.57%
2 Consumer Discretionary 19.87%
3 Technology 14.68%
4 Financials 14.23%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$289K ﹤0.01%
6,548
-7,001
2402
$289K ﹤0.01%
39,278
+10,443
2403
$289K ﹤0.01%
39,974
-503
2404
$288K ﹤0.01%
20,708
-28,595
2405
$288K ﹤0.01%
3,769
2406
$288K ﹤0.01%
5,649
2407
$288K ﹤0.01%
13,246
+13,245
2408
$287K ﹤0.01%
16,961
+595
2409
$287K ﹤0.01%
49,649
2410
$287K ﹤0.01%
5,432
+376
2411
$287K ﹤0.01%
1,504
+70
2412
$286K ﹤0.01%
2,116
+117
2413
$285K ﹤0.01%
+12,518
2414
$285K ﹤0.01%
14,875
2415
$285K ﹤0.01%
+10,750
2416
$284K ﹤0.01%
19,079
+1,117
2417
$284K ﹤0.01%
11,325
-267
2418
$284K ﹤0.01%
1,236
+458
2419
$283K ﹤0.01%
5,329
+429
2420
$282K ﹤0.01%
+3,075
2421
$281K ﹤0.01%
+4,555
2422
$280K ﹤0.01%
18,840
-13,922
2423
$280K ﹤0.01%
4,694
-352
2424
$280K ﹤0.01%
70,075
+1,700
2425
$279K ﹤0.01%
+7,404