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
$55.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,294
New
Increased
Reduced
Closed

Top Buys

1 +$3.4B
2 +$3.09B
3 +$2.58B
4
BCE icon
BCE
BCE
+$1.17B
5
SU icon
Suncor Energy
SU
+$1.07B

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.52%
2 Energy 14.91%
3 Communication Services 7.12%
4 Industrials 7.1%
5 Technology 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$895K ﹤0.01%
+19,839
1202
$894K ﹤0.01%
+39,539
1203
$893K ﹤0.01%
+42,227
1204
$888K ﹤0.01%
+9,000
1205
$886K ﹤0.01%
+31,513
1206
$883K ﹤0.01%
+27,760
1207
$879K ﹤0.01%
+37,930
1208
$877K ﹤0.01%
+8,454
1209
$875K ﹤0.01%
+58,433
1210
$872K ﹤0.01%
+20,238
1211
$869K ﹤0.01%
+21,381
1212
$869K ﹤0.01%
+43,407
1213
$865K ﹤0.01%
+10,927
1214
$865K ﹤0.01%
+34,318
1215
$864K ﹤0.01%
+39,508
1216
$863K ﹤0.01%
+34,531
1217
$861K ﹤0.01%
+22,899
1218
$859K ﹤0.01%
+11,795
1219
$857K ﹤0.01%
+42,417
1220
$853K ﹤0.01%
+18,159
1221
$847K ﹤0.01%
+11,270
1222
$845K ﹤0.01%
+86,011
1223
$843K ﹤0.01%
+53,690
1224
$842K ﹤0.01%
+21,948
1225
$841K ﹤0.01%
+7,990