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
$84.4B
AUM Growth
-$990M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,424
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$327M
3 +$323M
4
ADM icon
Archer Daniels Midland
ADM
+$182M
5
JNJ icon
Johnson & Johnson
JNJ
+$151M

Top Sells

1 +$706M
2 +$511M
3 +$435M
4
BNS icon
Scotiabank
BNS
+$385M
5
CNI icon
Canadian National Railway
CNI
+$339M

Sector Composition

1 Financials 26.73%
2 Energy 14.39%
3 Industrials 8.58%
4 Technology 8.57%
5 Healthcare 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$40.2M 0.05%
1,415,188
-66,922
302
$39.8M 0.05%
545,370
-40,272
303
$39.7M 0.04%
1,010,393
+24,470
304
$39.6M 0.04%
1,032,728
+546,441
305
$39.6M 0.04%
303,644
-17,592
306
$39.2M 0.04%
3,667,527
+520,308
307
$39.2M 0.04%
76,863
-2,812
308
$38.9M 0.04%
429,406
+194,164
309
$38.9M 0.04%
621,144
-140,053
310
$38.5M 0.04%
781,831
+6,320
311
$38.1M 0.04%
407,311
+70,877
312
$38.1M 0.04%
744,607
+16,538
313
$38.1M 0.04%
874,474
+275,910
314
$37.9M 0.04%
680,332
-24,690
315
$37.9M 0.04%
678,975
-2,650,340
316
$37.8M 0.04%
847,678
+7,140
317
$37.6M 0.04%
847,709
-64,756
318
$37.6M 0.04%
1,150,272
+338,965
319
$37.5M 0.04%
699,919
+185,953
320
$37.4M 0.04%
1,172,691
-826,940
321
$37.3M 0.04%
894,272
+6,277
322
$37.3M 0.04%
984,384
-132,952
323
$37M 0.04%
931,537
-78,833
324
$36M 0.04%
1,804,357
+43,402
325
$35.8M 0.04%
1,040,710
+115,254