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
$110B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,584
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$494M
3 +$222M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$202M
5
TSG
The Stars Group Inc.
TSG
+$188M

Top Sells

1 +$729M
2 +$361M
3 +$267M
4
NFLX icon
Netflix
NFLX
+$215M
5
HD icon
Home Depot
HD
+$201M

Sector Composition

1 Financials 25.84%
2 Technology 11.24%
3 Energy 9.79%
4 Communication Services 8.89%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$226K ﹤0.01%
9,034
+132
2427
$225K ﹤0.01%
11,311
+320
2428
$225K ﹤0.01%
8,621
+158
2429
$224K ﹤0.01%
3,190
-304
2430
$224K ﹤0.01%
14,934
+281
2431
$222K ﹤0.01%
5,449
+170
2432
$222K ﹤0.01%
2,146
+243
2433
$221K ﹤0.01%
95,688
-793,214
2434
$220K ﹤0.01%
2,653
2435
$220K ﹤0.01%
3,308
2436
$219K ﹤0.01%
6,469
-1,983
2437
$218K ﹤0.01%
22,152
+562
2438
$217K ﹤0.01%
11,305
-129,240
2439
$217K ﹤0.01%
+925
2440
$216K ﹤0.01%
25,929
+20,118
2441
$215K ﹤0.01%
2,376
+81
2442
$215K ﹤0.01%
15,000
2443
$215K ﹤0.01%
3,780
-175
2444
$214K ﹤0.01%
5,847
+198
2445
$214K ﹤0.01%
6,867
-121
2446
$214K ﹤0.01%
102,122
+93,022
2447
$213K ﹤0.01%
13,938
+10,943
2448
$213K ﹤0.01%
4,837
+171
2449
$212K ﹤0.01%
2,481
+1,776
2450
$209K ﹤0.01%
8,810
+870