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
$55.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,294
New
Increased
Reduced
Closed

Top Buys

1 +$3.4B
2 +$3.09B
3 +$2.58B
4
BCE icon
BCE
BCE
+$1.17B
5
SU icon
Suncor Energy
SU
+$1.07B

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.52%
2 Energy 14.91%
3 Communication Services 7.12%
4 Industrials 7.1%
5 Technology 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$1.65M ﹤0.01%
+8,775
1002
$1.65M ﹤0.01%
+72,208
1003
$1.65M ﹤0.01%
+32,609
1004
$1.64M ﹤0.01%
+93,684
1005
$1.64M ﹤0.01%
+37,100
1006
$1.64M ﹤0.01%
+318,344
1007
$1.63M ﹤0.01%
+94,986
1008
$1.63M ﹤0.01%
+15,820
1009
$1.62M ﹤0.01%
+111,005
1010
$1.62M ﹤0.01%
+7,368
1011
$1.62M ﹤0.01%
+103,849
1012
$1.6M ﹤0.01%
+77,400
1013
$1.59M ﹤0.01%
+494,362
1014
$1.59M ﹤0.01%
+32,750
1015
$1.58M ﹤0.01%
+169,771
1016
$1.57M ﹤0.01%
+60,216
1017
$1.57M ﹤0.01%
+51,582
1018
$1.56M ﹤0.01%
+84,740
1019
$1.55M ﹤0.01%
+38,429
1020
$1.54M ﹤0.01%
+27,791
1021
$1.54M ﹤0.01%
+37,482
1022
$1.54M ﹤0.01%
+21,311
1023
$1.53M ﹤0.01%
+120,423
1024
$1.53M ﹤0.01%
+23,396
1025
$1.53M ﹤0.01%
+43,374