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
$73.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,673
New
Increased
Reduced
Closed

Top Buys

1 +$482M
2 +$397M
3 +$234M
4
GIB icon
CGI
GIB
+$234M
5
SLF icon
Sun Life Financial
SLF
+$221M

Top Sells

1 +$230M
2 +$199M
3 +$178M
4
AGCO icon
AGCO
AGCO
+$129M
5
CNI icon
Canadian National Railway
CNI
+$104M

Sector Composition

1 Financials 30.13%
2 Energy 15.02%
3 Industrials 7.49%
4 Healthcare 7.06%
5 Technology 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$9.11M 0.01%
556,689
-18,264
602
$9.09M 0.01%
176,483
-925
603
$8.98M 0.01%
112,969
+44,901
604
$8.84M 0.01%
58,033
-3,236
605
$8.84M 0.01%
289,291
+85,696
606
$8.71M 0.01%
102,519
-414,959
607
$8.68M 0.01%
291,371
-38,264
608
$8.63M 0.01%
201,700
+11,960
609
$8.63M 0.01%
275,025
-4,173
610
$8.61M 0.01%
5,491
+1,417
611
$8.61M 0.01%
182,029
-752,970
612
$8.6M 0.01%
184,715
+6,646
613
$8.58M 0.01%
376,590
-75,246
614
$8.52M 0.01%
481,397
+87,889
615
$8.52M 0.01%
353,023
+31,267
616
$8.45M 0.01%
14,380
+4,655
617
$8.44M 0.01%
146,614
+12,113
618
$8.38M 0.01%
101,035
+33,277
619
$8.2M 0.01%
168,480
-432
620
$8.2M 0.01%
1,138,726
-98,956
621
$8.16M 0.01%
712,040
-35,528
622
$8.14M 0.01%
281,471
-522,638
623
$8.1M 0.01%
472,086
+28,888
624
$8.1M 0.01%
560,611
-52,165
625
$8.07M 0.01%
200,754
+3,721