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
$75.2B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,306
New
Increased
Reduced
Closed

Top Buys

1 +$988M
2 +$169M
3 +$142M
4
BN icon
Brookfield
BN
+$130M
5
SCTY
SolarCity Corporation
SCTY
+$122M

Top Sells

1 +$227M
2 +$189M
3 +$140M
4
CB
CHUBB CORPORATION
CB
+$132M
5
EQIX icon
Equinix
EQIX
+$130M

Sector Composition

1 Financials 27.67%
2 Energy 10.2%
3 Communication Services 9.24%
4 Technology 8.09%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$46.7M 0.05%
539,960
+49,798
252
$46.4M 0.05%
995,848
+916,964
253
$46.3M 0.05%
1,154,709
-167,721
254
$46.2M 0.05%
1,213,510
-30,111
255
$46.2M 0.05%
736,088
-228,080
256
$45.6M 0.05%
2,522,380
+724,170
257
$45.6M 0.05%
680,512
-114,271
258
$45.5M 0.05%
507,493
+2,352
259
$45.5M 0.05%
1,109,402
-1,236,291
260
$45.1M 0.05%
439,318
+1,771
261
$45M 0.05%
409,738
+237,031
262
$44.7M 0.05%
600,322
-25,841
263
$44.5M 0.05%
6,247,174
+3,283,117
264
$44.3M 0.05%
282,322
-89,911
265
$44.2M 0.05%
1,139,880
+371,324
266
$44.1M 0.05%
576,433
-10,303
267
$44.1M 0.05%
1,627,234
-227,637
268
$43.8M 0.05%
2,090,534
-734,861
269
$43.5M 0.05%
1,070,836
+960
270
$43.1M 0.05%
1,724,083
-375,300
271
$43.1M 0.05%
+1,657,600
272
$43M 0.05%
2,926,512
-1,980,839
273
$42.9M 0.05%
308,494
+78,330
274
$42.9M 0.05%
929,270
+347,576
275
$42.5M 0.05%
540,700
-446,687