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
$70.2B
AUM Growth
-$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,078
New
Increased
Reduced
Closed

Top Buys

1 +$204M
2 +$196M
3 +$150M
4
ETP
Energy Transfer Partners L.p.
ETP
+$129M
5
BA icon
Boeing
BA
+$106M

Top Sells

1 +$495M
2 +$483M
3 +$260M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$241M
5
MDT icon
Medtronic
MDT
+$218M

Sector Composition

1 Financials 28.78%
2 Energy 9.94%
3 Healthcare 9.57%
4 Technology 8.06%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$3.1M ﹤0.01%
17,200
+7,962
1052
$3.09M ﹤0.01%
161,284
+159,884
1053
$3.06M ﹤0.01%
98,468
+5,408
1054
$3.05M ﹤0.01%
356,159
+35,464
1055
$3.04M ﹤0.01%
25,822
+273
1056
$3.02M ﹤0.01%
182,664
+158,052
1057
$3M ﹤0.01%
63,241
-52,241
1058
$3M ﹤0.01%
110,500
-9,512
1059
$3M ﹤0.01%
6,340
-3,673
1060
$2.99M ﹤0.01%
58,827
+46,088
1061
$2.99M ﹤0.01%
215,727
-81,894
1062
$2.97M ﹤0.01%
26,978
-4,525
1063
$2.95M ﹤0.01%
81,976
-102,660
1064
$2.94M ﹤0.01%
335,269
-488,271
1065
$2.94M ﹤0.01%
90,954
+8,020
1066
$2.94M ﹤0.01%
44,257
+384
1067
$2.92M ﹤0.01%
23,426
-34,344
1068
$2.91M ﹤0.01%
27,589
+352
1069
$2.9M ﹤0.01%
74,091
-719,264
1070
$2.9M ﹤0.01%
61,629
-489
1071
$2.89M ﹤0.01%
117,344
+1,897
1072
$2.88M ﹤0.01%
178,903
+53,876
1073
$2.88M ﹤0.01%
142,511
-21,559
1074
$2.87M ﹤0.01%
57,043
-77,547
1075
$2.87M ﹤0.01%
76,996
-4,952