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
$135B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,650
New
Increased
Reduced
Closed

Top Buys

1 +$789M
2 +$641M
3 +$596M
4
MSFT icon
Microsoft
MSFT
+$585M
5
AMZN icon
Amazon
AMZN
+$523M

Sector Composition

1 Financials 24.6%
2 Technology 16%
3 Industrials 8.97%
4 Communication Services 8.68%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$366K ﹤0.01%
14,597
+8,113
2452
$366K ﹤0.01%
11,738
+5,201
2453
$366K ﹤0.01%
36,545
+4,444
2454
$365K ﹤0.01%
6,602
+3,691
2455
$364K ﹤0.01%
3,972
-5,869
2456
$363K ﹤0.01%
8,521
+4,312
2457
$363K ﹤0.01%
33,312
-102,082
2458
$362K ﹤0.01%
12,055
+6,797
2459
$359K ﹤0.01%
24,525
+17,212
2460
$358K ﹤0.01%
9,287
+6,291
2461
$358K ﹤0.01%
22,236
-179,012
2462
$358K ﹤0.01%
41,144
+2,132
2463
$358K ﹤0.01%
9,461
+4,122
2464
$358K ﹤0.01%
40,687
+27,555
2465
$357K ﹤0.01%
7,591
+1,230
2466
$356K ﹤0.01%
20,676
+584
2467
$356K ﹤0.01%
4,976
+1,365
2468
$356K ﹤0.01%
37,173
-5,787
2469
$355K ﹤0.01%
15,404
+11,307
2470
$355K ﹤0.01%
5,036
+1,849
2471
$355K ﹤0.01%
29,901
-1,430
2472
$352K ﹤0.01%
4,008
-62
2473
$352K ﹤0.01%
7,648
+4,862
2474
$350K ﹤0.01%
9,311
-41,718
2475
$350K ﹤0.01%
+22,500