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
$97.2B
AUM Growth
-$20.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,566
New
Increased
Reduced
Closed

Top Sells

1 +$998M
2 +$269M
3 +$260M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$222M
5
CI icon
Cigna
CI
+$217M

Sector Composition

1 Financials 25.78%
2 Technology 10.28%
3 Communication Services 9.74%
4 Energy 8.89%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$3.85M ﹤0.01%
879,941
-17,074
1102
$3.85M ﹤0.01%
3,707
+1,724
1103
$3.85M ﹤0.01%
187,961
+13,634
1104
$3.84M ﹤0.01%
135,959
-5,495
1105
$3.83M ﹤0.01%
264,391
-23,600
1106
$3.81M ﹤0.01%
28,522
-7,694
1107
$3.79M ﹤0.01%
1,113,015
+13,150
1108
$3.79M ﹤0.01%
67,819
-5,120
1109
$3.79M ﹤0.01%
101,073
-5,135
1110
$3.78M ﹤0.01%
136,469
-21,617
1111
$3.76M ﹤0.01%
143,127
-36,016
1112
$3.75M ﹤0.01%
404,630
-17,461
1113
$3.75M ﹤0.01%
63,179
-114
1114
$3.75M ﹤0.01%
60,299
+23,251
1115
$3.74M ﹤0.01%
91,800
+12,549
1116
$3.73M ﹤0.01%
306,392
-27,588
1117
$3.73M ﹤0.01%
312,454
+5,037
1118
$3.71M ﹤0.01%
967,604
+57,398
1119
$3.7M ﹤0.01%
252,102
+129,890
1120
$3.69M ﹤0.01%
135,102
-54,098
1121
$3.67M ﹤0.01%
192,401
+19,780
1122
$3.67M ﹤0.01%
29,894
+28,989
1123
$3.67M ﹤0.01%
110,019
-47,583
1124
$3.67M ﹤0.01%
47,866
-19,671
1125
$3.66M ﹤0.01%
163,837
-109,254