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
$126B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$436M
3 +$324M
4
MSFT icon
Microsoft
MSFT
+$322M
5
V icon
Visa
V
+$264M

Top Sells

1 +$284M
2 +$182M
3 +$180M
4
BX icon
Blackstone
BX
+$150M
5
BABA icon
Alibaba
BABA
+$126M

Sector Composition

1 Financials 26.76%
2 Technology 11.92%
3 Energy 9.21%
4 Industrials 8.55%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$318K ﹤0.01%
4,650
+1,100
2452
$318K ﹤0.01%
8,992
+2,194
2453
$316K ﹤0.01%
7,036
-3,453
2454
$315K ﹤0.01%
4,345
-100
2455
$313K ﹤0.01%
35,040
+28,299
2456
$312K ﹤0.01%
7,286
+499
2457
$311K ﹤0.01%
3,933
+343
2458
$311K ﹤0.01%
+18,490
2459
$310K ﹤0.01%
6,876
+201
2460
$310K ﹤0.01%
7,013
+2,174
2461
$310K ﹤0.01%
15,702
+3,581
2462
$309K ﹤0.01%
31,245
2463
$309K ﹤0.01%
7,693
+719
2464
$308K ﹤0.01%
22,379
-1,866
2465
$307K ﹤0.01%
27,293
+12,679
2466
$307K ﹤0.01%
12,071
+6,440
2467
$306K ﹤0.01%
21,048
+4,263
2468
$306K ﹤0.01%
7,619
+2,011
2469
$306K ﹤0.01%
10,560
+849
2470
$305K ﹤0.01%
20,532
+206
2471
$304K ﹤0.01%
9,443
+2,103
2472
$303K ﹤0.01%
270,500
-14,000
2473
$302K ﹤0.01%
13,100
+1,834
2474
$302K ﹤0.01%
7,059
+1,906
2475
$302K ﹤0.01%
120,778
+3,752