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
1201
$2M ﹤0.01%
39,887
-2,821
1202
$2M ﹤0.01%
48,467
-1,075
1203
$1.99M ﹤0.01%
45,939
+4,264
1204
$1.99M ﹤0.01%
184,988
+184,455
1205
$1.98M ﹤0.01%
88,987
-25,003
1206
$1.98M ﹤0.01%
40,388
-1,027
1207
$1.98M ﹤0.01%
5,531
+3,324
1208
$1.97M ﹤0.01%
+84,000
1209
$1.96M ﹤0.01%
41,195
+173
1210
$1.96M ﹤0.01%
58,440
+1,045
1211
$1.95M ﹤0.01%
65,138
-40,072
1212
$1.95M ﹤0.01%
47,486
-447,202
1213
$1.94M ﹤0.01%
58,960
+26,843
1214
$1.92M ﹤0.01%
54,008
-18,433
1215
$1.91M ﹤0.01%
1,016
-139
1216
$1.91M ﹤0.01%
117,774
+114,500
1217
$1.9M ﹤0.01%
16,214
+11,664
1218
$1.89M ﹤0.01%
21,652
+152
1219
$1.89M ﹤0.01%
36,735
-6,649
1220
$1.88M ﹤0.01%
6,779
-139
1221
$1.88M ﹤0.01%
23,687
+2,061
1222
$1.88M ﹤0.01%
33,350
-25,497
1223
$1.88M ﹤0.01%
17,127
+1,437
1224
$1.87M ﹤0.01%
52,735
-31,984
1225
$1.85M ﹤0.01%
70,466