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
$63.1B
AUM Growth
+$7.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,587
New
Increased
Reduced
Closed

Top Buys

1 +$270M
2 +$245M
3 +$217M
4
MGA icon
Magna International
MGA
+$209M
5
CNQ icon
Canadian Natural Resources
CNQ
+$182M

Top Sells

1 +$164M
2 +$131M
3 +$126M
4
LLY icon
Eli Lilly
LLY
+$114M
5
SLB icon
SLB Ltd
SLB
+$94.1M

Sector Composition

1 Financials 30.33%
2 Energy 14.48%
3 Industrials 7.81%
4 Technology 6.8%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$14.4M 0.02%
2,043,660
+211,044
402
$14.4M 0.02%
236,634
-677
403
$14.4M 0.02%
458,304
-654,035
404
$14.4M 0.02%
202,304
+16,369
405
$14.3M 0.02%
229,143
+98,697
406
$14.3M 0.02%
599,038
-58,625
407
$14.3M 0.02%
182,852
+24,763
408
$14.2M 0.02%
969,538
+64,277
409
$14.2M 0.02%
662,710
+158,005
410
$13.9M 0.02%
240,482
-15,753
411
$13.9M 0.02%
151,803
-436,714
412
$13.8M 0.02%
425,865
+77,805
413
$13.8M 0.02%
306,499
+82,149
414
$13.8M 0.02%
1,511,892
+330,080
415
$13.7M 0.02%
253,916
+12,650
416
$13.7M 0.02%
714,949
+15,960
417
$13.4M 0.02%
468,850
+73,814
418
$13.4M 0.02%
175,491
-29,842
419
$13.4M 0.02%
859,128
+340,996
420
$13.4M 0.02%
1,625,456
-346,825
421
$13.3M 0.02%
193,827
+26,527
422
$13.3M 0.02%
357,031
+75,831
423
$13.2M 0.02%
794,030
+328,363
424
$13.2M 0.02%
117,904
+29,242
425
$13.2M 0.02%
338,627
+41,255