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
1101
$2.78M ﹤0.01%
49,241
+4,248
1102
$2.77M ﹤0.01%
163,765
+160,734
1103
$2.77M ﹤0.01%
+53,065
1104
$2.76M ﹤0.01%
200,656
-41,914
1105
$2.76M ﹤0.01%
73,900
+73,250
1106
$2.74M ﹤0.01%
75,603
+10,361
1107
$2.74M ﹤0.01%
+156,622
1108
$2.73M ﹤0.01%
43,322
+1,205
1109
$2.72M ﹤0.01%
124,306
+676
1110
$2.71M ﹤0.01%
127,901
+58,886
1111
$2.7M ﹤0.01%
747,435
-26,565
1112
$2.67M ﹤0.01%
51,770
-3,312
1113
$2.65M ﹤0.01%
39,908
+596
1114
$2.65M ﹤0.01%
64,013
+31,547
1115
$2.65M ﹤0.01%
182,320
+15,270
1116
$2.64M ﹤0.01%
56,045
+3,765
1117
$2.63M ﹤0.01%
50,904
-325
1118
$2.62M ﹤0.01%
69,856
+68,802
1119
$2.6M ﹤0.01%
499,258
+143,171
1120
$2.59M ﹤0.01%
444,790
+35,270
1121
$2.59M ﹤0.01%
80,274
+19,120
1122
$2.57M ﹤0.01%
164,389
-155,541
1123
$2.57M ﹤0.01%
183,237
+98,708
1124
$2.56M ﹤0.01%
28,032
-10,071
1125
$2.56M ﹤0.01%
28,789
+2,885