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
1201
$3.06M ﹤0.01%
58,286
+13,266
1202
$3.04M ﹤0.01%
88,576
+8,732
1203
$3.04M ﹤0.01%
10,516
+303
1204
$3.01M ﹤0.01%
112,904
+67,964
1205
$3M ﹤0.01%
33,165
-978
1206
$2.98M ﹤0.01%
+178,926
1207
$2.97M ﹤0.01%
266,000
1208
$2.96M ﹤0.01%
841,264
+174,833
1209
$2.96M ﹤0.01%
189,623
+28,393
1210
$2.96M ﹤0.01%
98,756
+57,700
1211
$2.95M ﹤0.01%
37,975
+35,114
1212
$2.93M ﹤0.01%
204,698
-23,614
1213
$2.93M ﹤0.01%
120,280
+8,655
1214
$2.91M ﹤0.01%
147,864
+14,797
1215
$2.91M ﹤0.01%
117,662
+23,322
1216
$2.9M ﹤0.01%
25,753
+259
1217
$2.9M ﹤0.01%
95,190
-17,513
1218
$2.9M ﹤0.01%
76,807
-195,589
1219
$2.9M ﹤0.01%
6,129,570
+6,113,434
1220
$2.9M ﹤0.01%
90,503
+65,496
1221
$2.9M ﹤0.01%
89,610
+1,992
1222
$2.89M ﹤0.01%
224,000
1223
$2.88M ﹤0.01%
274,000
1224
$2.88M ﹤0.01%
35,155
+4,165
1225
$2.87M ﹤0.01%
167,710
+50,465