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
401
$24.7M 0.03%
162,481
-158,445
402
$24.7M 0.03%
870,281
-43,607
403
$24.5M 0.03%
3,089,740
+1,044,510
404
$24.3M 0.03%
600,789
+9,598
405
$24.2M 0.03%
298,063
-628,196
406
$23.8M 0.03%
408,727
+175,674
407
$23.4M 0.03%
290,096
+50,998
408
$23.4M 0.03%
515,735
+41,000
409
$23.3M 0.03%
126,293
+15,016
410
$23.3M 0.03%
123,882
+19,010
411
$23.3M 0.03%
1,479,935
-68,865
412
$23M 0.03%
568,776
+91,185
413
$22.9M 0.03%
811,758
-269,848
414
$22.7M 0.03%
722,233
-217,607
415
$22.6M 0.03%
300,948
+3,536
416
$22.5M 0.03%
201,144
-2,621
417
$22.5M 0.03%
2,345,633
-2,405,882
418
$22.5M 0.03%
284,395
+249,678
419
$22.5M 0.03%
569,329
+43,353
420
$22.3M 0.03%
425,000
+294,139
421
0
422
$21.8M 0.02%
409,730
+57,885
423
$21.8M 0.02%
378,937
-8,739
424
$21.8M 0.02%
549,644
+73,131
425
$21.6M 0.02%
1,190,770
+214,458