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
$70.2B
AUM Growth
-$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,078
New
Increased
Reduced
Closed

Top Buys

1 +$204M
2 +$196M
3 +$150M
4
ETP
Energy Transfer Partners L.p.
ETP
+$129M
5
BA icon
Boeing
BA
+$106M

Top Sells

1 +$495M
2 +$483M
3 +$260M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$241M
5
MDT icon
Medtronic
MDT
+$218M

Sector Composition

1 Financials 28.78%
2 Energy 9.94%
3 Healthcare 9.57%
4 Technology 8.06%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$83K ﹤0.01%
2,057
-637
2502
$82K ﹤0.01%
4,903
-739
2503
$82K ﹤0.01%
+4,162
2504
$82K ﹤0.01%
27,645
+7,100
2505
$81K ﹤0.01%
21,296
+4,976
2506
$81K ﹤0.01%
8,167
+8,146
2507
$81K ﹤0.01%
1,336
+318
2508
$81K ﹤0.01%
1,820
+206
2509
$80K ﹤0.01%
3,626
-7,449
2510
$80K ﹤0.01%
733
+306
2511
$80K ﹤0.01%
4,060
+780
2512
$79K ﹤0.01%
4,891
2513
$79K ﹤0.01%
4,195
-1,647
2514
$78K ﹤0.01%
2,309
-45
2515
$78K ﹤0.01%
3,170
-2,868
2516
$78K ﹤0.01%
2,315
-445
2517
$78K ﹤0.01%
3,970
+1,050
2518
$78K ﹤0.01%
1,939
2519
$78K ﹤0.01%
4,315
-125,333
2520
$78K ﹤0.01%
4,969
+2,369
2521
$78K ﹤0.01%
83,824
2522
$77K ﹤0.01%
2,817
+1,167
2523
$77K ﹤0.01%
2,500
2524
$77K ﹤0.01%
4,132
+633
2525
$77K ﹤0.01%
+17,427