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
$75.2B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,306
New
Increased
Reduced
Closed

Top Buys

1 +$988M
2 +$169M
3 +$142M
4
BN icon
Brookfield
BN
+$130M
5
SCTY
SolarCity Corporation
SCTY
+$122M

Top Sells

1 +$227M
2 +$189M
3 +$140M
4
CB
CHUBB CORPORATION
CB
+$132M
5
EQIX icon
Equinix
EQIX
+$130M

Sector Composition

1 Financials 27.67%
2 Energy 10.2%
3 Communication Services 9.24%
4 Technology 8.09%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$145M 0.15%
1,313,414
-67,871
102
$138M 0.15%
2,074,319
+925,827
103
$138M 0.15%
1,315,847
-174,701
104
$137M 0.15%
3,350,164
-1,431,926
105
$136M 0.14%
4,728,140
-87,197
106
$134M 0.14%
2,076,186
-326,578
107
$131M 0.14%
3,266,240
+1,649,093
108
$131M 0.14%
1,586,105
+108,530
109
$129M 0.14%
2,774,304
+366,128
110
$127M 0.14%
1,112,174
-543,595
111
$126M 0.13%
11,405,113
+6,281,154
112
$126M 0.13%
3,204,002
-460,542
113
$125M 0.13%
2,483,118
-576,609
114
$124M 0.13%
5,050,220
+4,966,195
115
$124M 0.13%
3,998,350
+675,204
116
$124M 0.13%
1,514,560
+92,480
117
$120M 0.13%
2,010,498
+129,380
118
$120M 0.13%
1,531,180
-451,982
119
$119M 0.13%
1,583,079
+2,231
120
$117M 0.13%
744,240
-38,616
121
$117M 0.12%
3,226,211
+87,123
122
$116M 0.12%
1,100,438
+124,478
123
$116M 0.12%
1,855,012
+93,461
124
$114M 0.12%
1,521,255
-40,392
125
$113M 0.12%
1,981,230
+1,790,851