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
$85.6B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1 +$504M
2 +$489M
3 +$419M
4
BNS icon
Scotiabank
BNS
+$409M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$208M

Top Sells

1 +$270M
2 +$259M
3 +$257M
4
QCOM icon
Qualcomm
QCOM
+$234M
5
MGA icon
Magna International
MGA
+$165M

Sector Composition

1 Financials 28.25%
2 Energy 11.94%
3 Technology 9.16%
4 Healthcare 8.91%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$30.7M 0.03%
258,253
-48,664
352
$30.6M 0.03%
447,742
+13,234
353
$30.4M 0.03%
464,428
+228,652
354
$30.3M 0.03%
1,056,480
+1,040,000
355
$30.2M 0.03%
529,350
-14,743
356
$30M 0.03%
454,655
+121,530
357
$29.8M 0.03%
485,100
-50,000
358
$29.8M 0.03%
616,130
+88,874
359
$29.7M 0.03%
350,360
+76,204
360
$29.6M 0.03%
268,905
+43,853
361
$29.6M 0.03%
3,278,859
+26,507
362
$29.4M 0.03%
1,267,373
+663,873
363
$29.2M 0.03%
956,108
-147,092
364
$29.2M 0.03%
1,152,342
-665,583
365
$29.2M 0.03%
436,270
+115,932
366
$29M 0.03%
330,853
+16,765
367
$29M 0.03%
303,226
-44,586
368
$29M 0.03%
113,719
+7,352
369
$28.9M 0.03%
811,295
+350,181
370
$28.7M 0.03%
1,104,956
-12,328
371
$28.4M 0.03%
258,170
+149,284
372
$28M 0.03%
1,296,298
+93,117
373
$27.6M 0.03%
506,881
-129,661
374
$27.6M 0.03%
327,423
+2,376
375
$27.4M 0.03%
583,191
+159,430