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
$70.2B
AUM Growth
-$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,078
New
Increased
Reduced
Closed

Top Buys

1 +$204M
2 +$196M
3 +$150M
4
ETP
Energy Transfer Partners L.p.
ETP
+$129M
5
BA icon
Boeing
BA
+$106M

Top Sells

1 +$495M
2 +$483M
3 +$260M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$241M
5
MDT icon
Medtronic
MDT
+$218M

Sector Composition

1 Financials 28.78%
2 Energy 9.94%
3 Healthcare 9.57%
4 Technology 8.06%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$5K ﹤0.01%
106
-49
3402
$5K ﹤0.01%
+200
3403
$5K ﹤0.01%
417
-311
3404
$5K ﹤0.01%
150
3405
$5K ﹤0.01%
318
3406
$5K ﹤0.01%
240
3407
$5K ﹤0.01%
500
3408
$5K ﹤0.01%
648
-363
3409
$5K ﹤0.01%
157
-1,440
3410
$5K ﹤0.01%
1,630
3411
$5K ﹤0.01%
130
3412
$5K ﹤0.01%
300
3413
$5K ﹤0.01%
424
-509,690
3414
$5K ﹤0.01%
312
+1
3415
$5K ﹤0.01%
964
-297
3416
$5K ﹤0.01%
808
-818,551
3417
0
3418
$5K ﹤0.01%
+130
3419
$4K ﹤0.01%
+375
3420
$4K ﹤0.01%
51
-13
3421
$4K ﹤0.01%
557
-160
3422
$4K ﹤0.01%
428
+212
3423
$4K ﹤0.01%
267
+6
3424
$4K ﹤0.01%
115
3425
$4K ﹤0.01%
67
-9