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
1126
$3.65M ﹤0.01%
177,007
+95,960
1127
$3.65M ﹤0.01%
49,384
+5,754
1128
$3.63M ﹤0.01%
369,502
1129
$3.6M ﹤0.01%
184,749
-8,109
1130
$3.6M ﹤0.01%
198,805
+27,407
1131
$3.59M ﹤0.01%
35,239
1132
$3.58M ﹤0.01%
173,901
+90,223
1133
$3.58M ﹤0.01%
32,851
-34,079
1134
$3.57M ﹤0.01%
228,227
+14,847
1135
$3.57M ﹤0.01%
74,380
-12,078
1136
$3.56M ﹤0.01%
34,835
+6,500
1137
$3.56M ﹤0.01%
147,169
+8,651
1138
$3.56M ﹤0.01%
68,924
-24,917
1139
$3.56M ﹤0.01%
49,025
-235
1140
$3.53M ﹤0.01%
147,600
+140,236
1141
$3.53M ﹤0.01%
123,351
-1,423
1142
$3.52M ﹤0.01%
432,568
-858,626
1143
$3.52M ﹤0.01%
161,320
+25,859
1144
$3.51M ﹤0.01%
16,023
+8,174
1145
$3.51M ﹤0.01%
44,807
-1,152
1146
$3.51M ﹤0.01%
50,685
-1,096
1147
$3.5M ﹤0.01%
16,588
-1,306
1148
$3.5M ﹤0.01%
105,273
+75,409
1149
$3.48M ﹤0.01%
394,996
-1,359,923
1150
$3.46M ﹤0.01%
193,540
+21,086