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
$97.2B
AUM Growth
-$20.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,566
New
Increased
Reduced
Closed

Top Sells

1 +$998M
2 +$269M
3 +$260M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$222M
5
CI icon
Cigna
CI
+$217M

Sector Composition

1 Financials 25.78%
2 Technology 10.28%
3 Communication Services 9.74%
4 Energy 8.89%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$128K ﹤0.01%
9,005
+142
2527
$128K ﹤0.01%
52,690
+12,474
2528
$127K ﹤0.01%
5,269
+100
2529
$127K ﹤0.01%
4,115
+210
2530
$127K ﹤0.01%
1,001
-375
2531
$127K ﹤0.01%
944
2532
$127K ﹤0.01%
2,538
+1,336
2533
$126K ﹤0.01%
2,681
+405
2534
$126K ﹤0.01%
3,415
+1,275
2535
$126K ﹤0.01%
3,533
+57
2536
$126K ﹤0.01%
6,294
+585
2537
$126K ﹤0.01%
15,160
-6,152
2538
$126K ﹤0.01%
2,100
+168
2539
$126K ﹤0.01%
5,325
-110
2540
$126K ﹤0.01%
22,500
2541
$125K ﹤0.01%
18,421
+679
2542
$125K ﹤0.01%
4,500
2543
$125K ﹤0.01%
5,400
2544
$125K ﹤0.01%
29,678
+16,565
2545
$124K ﹤0.01%
4,435
+1,269
2546
$123K ﹤0.01%
7,772
+1,154
2547
$123K ﹤0.01%
2,050
-3,361
2548
$123K ﹤0.01%
12,456
+350
2549
$123K ﹤0.01%
4,083
2550
$122K ﹤0.01%
1,704
+300