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
$73.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,673
New
Increased
Reduced
Closed

Top Buys

1 +$482M
2 +$397M
3 +$234M
4
GIB icon
CGI
GIB
+$234M
5
SLF icon
Sun Life Financial
SLF
+$221M

Top Sells

1 +$230M
2 +$199M
3 +$178M
4
AGCO icon
AGCO
AGCO
+$129M
5
CNI icon
Canadian National Railway
CNI
+$104M

Sector Composition

1 Financials 30.13%
2 Energy 15.02%
3 Industrials 7.51%
4 Healthcare 7.06%
5 Technology 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$38K ﹤0.01%
333
+111
2727
$38K ﹤0.01%
1,433
+652
2728
$38K ﹤0.01%
3,000
2729
$38K ﹤0.01%
+11,789
2730
$37K ﹤0.01%
2,066
2731
$37K ﹤0.01%
1,871
-800
2732
$37K ﹤0.01%
1,838
2733
$37K ﹤0.01%
1,564
-265
2734
$37K ﹤0.01%
6,925
-200
2735
$37K ﹤0.01%
2,713
2736
$37K ﹤0.01%
2,833
-970
2737
$36K ﹤0.01%
3,200
2738
$36K ﹤0.01%
2,500
2739
$36K ﹤0.01%
1,282
+1,017
2740
$36K ﹤0.01%
1,040
-303
2741
$36K ﹤0.01%
3,170
2742
$36K ﹤0.01%
525
+230
2743
$36K ﹤0.01%
+1,187
2744
$36K ﹤0.01%
2,500
2745
$36K ﹤0.01%
731
+61
2746
$36K ﹤0.01%
400
+100
2747
$36K ﹤0.01%
409
-87,715
2748
$35K ﹤0.01%
1,390
2749
$35K ﹤0.01%
984
2750
$35K ﹤0.01%
860