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
$75.2B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,306
New
Increased
Reduced
Closed

Top Buys

1 +$988M
2 +$169M
3 +$142M
4
BN icon
Brookfield
BN
+$130M
5
SCTY
SolarCity Corporation
SCTY
+$122M

Top Sells

1 +$227M
2 +$189M
3 +$140M
4
CB
CHUBB CORPORATION
CB
+$132M
5
EQIX icon
Equinix
EQIX
+$130M

Sector Composition

1 Financials 27.67%
2 Energy 10.2%
3 Communication Services 9.24%
4 Technology 8.09%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$205M 0.22%
6,911,200
+465,040
77
$200M 0.21%
7,859,053
-18,821
78
$197M 0.21%
1,570,439
+63,680
79
$192M 0.2%
1,489,461
-1,764,892
80
$190M 0.2%
11,699,285
+439,819
81
$189M 0.2%
3,026,889
-1,739,190
82
$185M 0.2%
7,239,639
-1,762,166
83
$181M 0.19%
2,024,738
-247,172
84
$180M 0.19%
2,497,051
-53,523
85
$180M 0.19%
2,375,883
+995,005
86
$179M 0.19%
13,242,399
-5,683,330
87
$178M 0.19%
5,321,693
+225,143
88
$177M 0.19%
12,800,582
-742,101
89
$175M 0.19%
2,902,484
-894,690
90
$173M 0.18%
2,057,695
+100,774
91
$170M 0.18%
859,719
-263,818
92
$159M 0.17%
2,477,747
-671,412
93
$157M 0.17%
1,913,125
+47,830
94
$157M 0.17%
4,214,103
-584,891
95
$155M 0.17%
11,506,522
+7,334,598
96
$155M 0.17%
5,905,156
+2,031,391
97
$154M 0.16%
1,567,571
-118,237
98
$152M 0.16%
6,159,238
+5,785,873
99
$150M 0.16%
7,752,844
+31,449
100
$149M 0.16%
5,824,897
-973,739