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
2451
$184K ﹤0.01%
10,015
-3,629
2452
$184K ﹤0.01%
+12,700
2453
$183K ﹤0.01%
28,327
-30,286
2454
$183K ﹤0.01%
5,270
+1,200
2455
$183K ﹤0.01%
87,040
+74,800
2456
$182K ﹤0.01%
19,381
-72
2457
$182K ﹤0.01%
10,154
-116
2458
$181K ﹤0.01%
8,800
2459
$181K ﹤0.01%
4,742
+960
2460
$181K ﹤0.01%
2,899
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2461
$179K ﹤0.01%
2,683
+1,642
2462
$178K ﹤0.01%
2,402
2463
$177K ﹤0.01%
7,067
-38,181
2464
$177K ﹤0.01%
47,254
+5,950
2465
$177K ﹤0.01%
8,231
2466
$176K ﹤0.01%
77
-201
2467
$176K ﹤0.01%
7,567
+1,375
2468
$176K ﹤0.01%
2,514
-3,239
2469
$176K ﹤0.01%
5,361
+279
2470
$175K ﹤0.01%
6,251
+257
2471
$174K ﹤0.01%
+5,313
2472
$173K ﹤0.01%
10,412
+1,946
2473
$173K ﹤0.01%
3,529
-1,733
2474
$173K ﹤0.01%
14,138
+10,205
2475
$173K ﹤0.01%
30,524
+13,032