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
1151
$2.29M ﹤0.01%
73,606
-550,296
1152
$2.29M ﹤0.01%
16,768
+433
1153
$2.29M ﹤0.01%
56,554
-130,622
1154
$2.28M ﹤0.01%
66,473
+30,899
1155
$2.27M ﹤0.01%
424,590
+67,074
1156
$2.27M ﹤0.01%
57,768
+2,861
1157
$2.27M ﹤0.01%
114,670
+110,000
1158
$2.25M ﹤0.01%
47,249
+46,099
1159
$2.25M ﹤0.01%
21,758
+1,853
1160
$2.25M ﹤0.01%
155,301
+155,000
1161
$2.24M ﹤0.01%
36,091
-2,132
1162
$2.24M ﹤0.01%
79,977
-4,417
1163
$2.24M ﹤0.01%
22,243
-24,325
1164
$2.24M ﹤0.01%
63,546
+45,894
1165
$2.22M ﹤0.01%
94,054
-73,888
1166
$2.21M ﹤0.01%
85,088
-23,078
1167
$2.21M ﹤0.01%
22,056
+6,466
1168
$2.18M ﹤0.01%
75,865
1169
$2.18M ﹤0.01%
602,927
-119,611
1170
$2.17M ﹤0.01%
63,216
+5,908
1171
$2.17M ﹤0.01%
57,917
+1,625
1172
$2.15M ﹤0.01%
106,250
+4,682
1173
$2.15M ﹤0.01%
42,898
-10,036
1174
$2.14M ﹤0.01%
20,457
-205
1175
$2.14M ﹤0.01%
76,064
+17,243