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
$100B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,950
New
Increased
Reduced
Closed

Top Buys

1 +$688M
2 +$435M
3 +$279M
4
MFC icon
Manulife Financial
MFC
+$258M
5
MSFT icon
Microsoft
MSFT
+$251M

Top Sells

1 +$469M
2 +$161M
3 +$135M
4
WFC icon
Wells Fargo
WFC
+$123M
5
ET icon
Energy Transfer Partners
ET
+$113M

Sector Composition

1 Financials 27.67%
2 Energy 11.84%
3 Industrials 8.45%
4 Communication Services 8.34%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$66.1M 0.06%
734,400
-58,796
252
$65.4M 0.06%
1,985,044
+668,549
253
$64.6M 0.06%
271,515
-21,296
254
$63.6M 0.06%
685,999
-105,657
255
$63.4M 0.06%
3,564,190
-2,579,701
256
$62.9M 0.06%
17,931,932
+1,144,576
257
$62.5M 0.06%
3,325,960
+796,900
258
$62.4M 0.06%
783,697
-1,725
259
$62.3M 0.06%
957,683
+33,483
260
$61.9M 0.06%
679,104
+299,913
261
$60.5M 0.06%
561,404
-314,703
262
$59.9M 0.06%
1,123,934
+35,781
263
$59.7M 0.06%
272,902
-9,383
264
$59.6M 0.06%
3,431,407
+877,835
265
$59.6M 0.06%
3,314,505
+958,290
266
$58.9M 0.06%
380,770
+84,364
267
$58.8M 0.06%
484,018
+13,019
268
$58.2M 0.06%
458,168
-147,067
269
$57.9M 0.05%
613,353
+29,998
270
$57.8M 0.05%
669,674
-70,293
271
$57.8M 0.05%
2,540,478
+499,666
272
$57.7M 0.05%
1,045,560
+235,920
273
$56.8M 0.05%
5,129,428
+209,393
274
$56.7M 0.05%
1,802,101
-210
275
$56.5M 0.05%
731,151
-158,034