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
$84.4B
AUM Growth
-$990M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,424
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$327M
3 +$323M
4
ADM icon
Archer Daniels Midland
ADM
+$182M
5
JNJ icon
Johnson & Johnson
JNJ
+$151M

Top Sells

1 +$706M
2 +$511M
3 +$435M
4
BNS icon
Scotiabank
BNS
+$385M
5
CNI icon
Canadian National Railway
CNI
+$339M

Sector Composition

1 Financials 26.73%
2 Energy 14.39%
3 Industrials 8.58%
4 Technology 8.57%
5 Healthcare 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$3.25M ﹤0.01%
83,405
+5,748
1052
$3.24M ﹤0.01%
86,856
-6,679
1053
$3.22M ﹤0.01%
44,631
+13,356
1054
$3.22M ﹤0.01%
73,638
+434
1055
$3.2M ﹤0.01%
45,596
-9,134
1056
$3.18M ﹤0.01%
78,311
-38,293
1057
$3.17M ﹤0.01%
+121,800
1058
$3.17M ﹤0.01%
54,207
-57,887
1059
$3.17M ﹤0.01%
85,743
-11,200
1060
$3.16M ﹤0.01%
51,281
+706
1061
$3.15M ﹤0.01%
87,640
-12,363
1062
$3.15M ﹤0.01%
34,717
-98,051
1063
$3.14M ﹤0.01%
49,381
+47,856
1064
$3.14M ﹤0.01%
164,468
1065
$3.13M ﹤0.01%
104,633
+8,790
1066
$3.13M ﹤0.01%
6,266
+6,250
1067
$3.12M ﹤0.01%
60,051
-48,240
1068
$3.1M ﹤0.01%
72,289
+26,588
1069
$3.1M ﹤0.01%
156,316
-15,644
1070
$3.09M ﹤0.01%
275,064
-226,544
1071
$3.09M ﹤0.01%
88,474
-21,462
1072
$3.08M ﹤0.01%
131,935
+42,800
1073
$3.08M ﹤0.01%
122,088
+7,588
1074
$3.07M ﹤0.01%
552,520
1075
$3.06M ﹤0.01%
54,203
+5,633