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
4001
-376
4002
-560
4003
-150
4004
-1,840
4005
-290
4006
-1,910
4007
-590
4008
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4009
-29
4010
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4011
-270
4012
-1,720
4013
-240
4014
-1,200
4015
-190
4016
-150
4017
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4018
-128
4019
-170
4020
-1,240
4021
-2,460
4022
-1,540
4023
-1,030
4024
-10,000
4025
-1,020