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
$212B
AUM Growth
+$212B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,977
New
Increased
Reduced
Closed

Top Buys

1 +$2.72B
2 +$441M
3 +$434M
4
BAM icon
Brookfield Asset Management
BAM
+$369M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$270M

Top Sells

1 +$2.58B
2 +$1.11B
3 +$580M
4
WCN icon
Waste Connections
WCN
+$448M
5
DIS icon
Walt Disney
DIS
+$417M

Sector Composition

1 Communication Services 24.02%
2 Financials 16.36%
3 Consumer Discretionary 16.06%
4 Technology 12.15%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$309K ﹤0.01%
3,188
-2,254
2427
$307K ﹤0.01%
9,669
+2,552
2428
$307K ﹤0.01%
8,936
+35
2429
$305K ﹤0.01%
19,814
-1,092
2430
$303K ﹤0.01%
4,909
-43,341
2431
$303K ﹤0.01%
451,062
-62,400
2432
$303K ﹤0.01%
5,379
-335
2433
$302K ﹤0.01%
1,787
-139
2434
$302K ﹤0.01%
10,246
+1,768
2435
$302K ﹤0.01%
+8,863
2436
$301K ﹤0.01%
6,831
-1,759
2437
$301K ﹤0.01%
28,900
+6,295
2438
$300K ﹤0.01%
3,223
-159
2439
$294K ﹤0.01%
29,296
2440
$294K ﹤0.01%
3,344
+521
2441
$294K ﹤0.01%
9,141
-11,027
2442
$294K ﹤0.01%
6,085
+3,842
2443
$294K ﹤0.01%
+152,300
2444
$294K ﹤0.01%
32,994
-400
2445
$292K ﹤0.01%
9,751
+18
2446
$291K ﹤0.01%
3,943
-194
2447
$291K ﹤0.01%
47,066
+10,896
2448
$291K ﹤0.01%
9,268
-3,650
2449
$291K ﹤0.01%
14,368
-1,030
2450
$290K ﹤0.01%
+7,705