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
$63.1B
AUM Growth
+$7.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,587
New
Increased
Reduced
Closed

Top Buys

1 +$270M
2 +$245M
3 +$217M
4
MGA icon
Magna International
MGA
+$209M
5
CNQ icon
Canadian Natural Resources
CNQ
+$182M

Top Sells

1 +$164M
2 +$131M
3 +$126M
4
LLY icon
Eli Lilly
LLY
+$114M
5
SLB icon
SLB Ltd
SLB
+$94.1M

Sector Composition

1 Financials 30.33%
2 Energy 14.48%
3 Industrials 7.81%
4 Technology 6.8%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$32.6M 0.05%
253,960
-103,086
252
$31.9M 0.05%
575,100
-45,349
253
$31.8M 0.05%
991,430
+36,696
254
$31.6M 0.05%
885,686
-191,146
255
$31.5M 0.05%
1,412,120
-340,244
256
$31.3M 0.05%
444,223
+412,544
257
$31.3M 0.05%
271,349
-216
258
$30.9M 0.05%
439,350
-18,209
259
$30.8M 0.05%
1,648,824
+577,720
260
$30.7M 0.05%
127,708
-102,891
261
$30.7M 0.05%
746,474
+94,410
262
$30.7M 0.05%
854,344
+691,855
263
$30.6M 0.05%
481,709
-40,587
264
$30.5M 0.05%
3,551,313
+210,372
265
$30M 0.05%
611,537
+597,118
266
$29.5M 0.05%
1,135,455
-61,305
267
$29.4M 0.05%
336,117
+693
268
$29M 0.05%
4,365,334
+40,925
269
$29M 0.05%
411,858
+51,935
270
$28.7M 0.04%
426,960
+30,580
271
$28.5M 0.04%
1,686,543
+354,135
272
$28.3M 0.04%
632,302
+221,999
273
$28.1M 0.04%
707,983
+52,366
274
$28M 0.04%
367,236
+51,825
275
$27.9M 0.04%
1,901,413
+869,343