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
1101
$3.42M ﹤0.01%
242,652
+19,351
1102
$3.42M ﹤0.01%
109,102
-142,198
1103
$3.42M ﹤0.01%
175,196
+174,196
1104
$3.41M ﹤0.01%
58,416
+5,606
1105
$3.41M ﹤0.01%
125,584
-206,024
1106
$3.4M ﹤0.01%
305,241
-8,745
1107
$3.4M ﹤0.01%
82,422
+35,441
1108
$3.39M ﹤0.01%
111,682
-15,563
1109
$3.38M ﹤0.01%
459,622
+421,493
1110
$3.38M ﹤0.01%
68,623
+57,948
1111
$3.38M ﹤0.01%
91,189
-10,131
1112
$3.37M ﹤0.01%
119,787
-651,870
1113
$3.36M ﹤0.01%
226,159
-233
1114
$3.34M ﹤0.01%
40,046
-2,375
1115
$3.34M ﹤0.01%
70,444
+6,952
1116
$3.33M ﹤0.01%
144,676
-3,286
1117
$3.33M ﹤0.01%
64,479
+24,806
1118
$3.33M ﹤0.01%
140,897
+10,593
1119
$3.33M ﹤0.01%
103,814
-21,310
1120
$3.32M ﹤0.01%
37,246
-93,617
1121
$3.31M ﹤0.01%
352,100
-1,442,450
1122
$3.31M ﹤0.01%
20,284
+11,009
1123
$3.31M ﹤0.01%
117,255
-2,080
1124
$3.3M ﹤0.01%
52,510
+19,210
1125
$3.29M ﹤0.01%
30,787
-68