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
$85.4B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,383
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$263M
3 +$260M
4
EOG icon
EOG Resources
EOG
+$216M
5
JNJ icon
Johnson & Johnson
JNJ
+$186M

Top Sells

1 +$287M
2 +$261M
3 +$172M
4
C icon
Citigroup
C
+$161M
5
MCK icon
McKesson
MCK
+$150M

Sector Composition

1 Financials 29.04%
2 Energy 15.68%
3 Industrials 8.19%
4 Healthcare 7.08%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$549M 0.61%
15,459,931
-463,146
27
$542M 0.61%
13,043,001
+268,727
28
$504M 0.56%
13,287,547
-7,570,887
29
$503M 0.56%
3,849,900
-124,930
30
$496M 0.55%
4,741,883
+1,781,602
31
$487M 0.54%
17,457,592
-617,189
32
$482M 0.54%
26,363,767
+1,909,384
33
$475M 0.53%
9,717,636
+5,369,196
34
$469M 0.52%
16,670,000
+755,322
35
$451M 0.5%
8,569,513
-1,034,473
36
$445M 0.5%
5,618,656
+99,919
37
$438M 0.49%
3,693,048
+171,943
38
$435M 0.49%
7,010,521
+1,047,971
39
$416M 0.46%
15,491,756
+1,521,784
40
$410M 0.46%
14,187,164
+4,526,368
41
$398M 0.44%
9,244,407
+431,215
42
$397M 0.44%
3,977,622
+1,669,820
43
$390M 0.44%
5,178,039
+666,004
44
$377M 0.42%
1,817,174
+1,735,545
45
$369M 0.41%
10,175,075
-3,881,375
46
$355M 0.4%
8,225,705
+566,279
47
$342M 0.38%
5,371,345
+1,894,533
48
$338M 0.38%
3,595,802
+628,556
49
$338M 0.38%
13,684,464
+1,926,878
50
$337M 0.38%
7,824,454
-731,275