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 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$0 ﹤0.01%
2
3902
-4,769
3903
-500
3904
-1,724
3905
-184,000
3906
-1,647
3907
-130
3908
-824
3909
-2,850
3910
-229
3911
$0 ﹤0.01%
32
-14,986
3912
$0 ﹤0.01%
1
3913
-600
3914
-230
3915
-400
3916
-274
3917
-8,756
3918
-114,997
3919
$0 ﹤0.01%
6
3920
-289
3921
-333
3922
-146,250
3923
-2,500
3924
-1,943,216
3925
-1,116