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
51
$335M 0.37%
12,485,781
+2,195,896
52
$330M 0.37%
8,138,396
+1,118,613
53
$325M 0.36%
2,712,051
+6,289
54
$315M 0.35%
6,110,910
+179,121
55
$314M 0.35%
6,936,849
+1,415
56
$310M 0.35%
10,529,794
+661,060
57
$307M 0.34%
5,288,828
+249,471
58
$306M 0.34%
4,304,998
+705,430
59
$301M 0.34%
2,392,991
+39,934
60
$295M 0.33%
18,941,864
+2,732,742
61
$277M 0.31%
3,026,580
+110,634
62
$274M 0.31%
8,878,159
+4,085,862
63
$274M 0.31%
4,961,355
+2,691,506
64
$267M 0.3%
10,658,994
+2,339,703
65
$266M 0.3%
4,852,594
-1,966,951
66
$262M 0.29%
3,055,124
+936,293
67
$261M 0.29%
3,876,029
+1,450,465
68
$256M 0.29%
11,203,729
-806,858
69
$255M 0.29%
2,133,306
+30,203
70
$255M 0.28%
1,294,261
-61,960
71
$252M 0.28%
3,054,122
+1,244,081
72
$252M 0.28%
9,804,708
-52,738
73
$251M 0.28%
3,671,626
+61,801
74
$246M 0.28%
7,796,031
+150,230
75
$246M 0.27%
11,520,724
+938,483