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
$73.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,673
New
Increased
Reduced
Closed

Top Buys

1 +$482M
2 +$397M
3 +$234M
4
GIB icon
CGI
GIB
+$234M
5
SLF icon
Sun Life Financial
SLF
+$221M

Top Sells

1 +$230M
2 +$199M
3 +$178M
4
AGCO icon
AGCO
AGCO
+$129M
5
CNI icon
Canadian National Railway
CNI
+$104M

Sector Composition

1 Financials 30.13%
2 Energy 15.02%
3 Industrials 7.49%
4 Healthcare 7.06%
5 Technology 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$1.08M ﹤0.01%
52,069
+9,554
1277
$1.08M ﹤0.01%
24,514
+541
1278
$1.08M ﹤0.01%
94,350
-105,042
1279
$1.07M ﹤0.01%
72,172
+43,312
1280
$1.07M ﹤0.01%
85,796
+27,116
1281
$1.07M ﹤0.01%
53,604
-1,236
1282
$1.07M ﹤0.01%
+79,923
1283
$1.07M ﹤0.01%
22,150
+800
1284
$1.07M ﹤0.01%
36,956
+7,146
1285
$1.06M ﹤0.01%
29,777
+3,510
1286
$1.06M ﹤0.01%
305
+8
1287
$1.05M ﹤0.01%
12,798
+10,828
1288
$1.05M ﹤0.01%
570,360
+119,650
1289
$1.05M ﹤0.01%
7,238
+527
1290
$1.05M ﹤0.01%
14,504
+113
1291
$1.05M ﹤0.01%
37,685
-1,920
1292
$1.05M ﹤0.01%
14,651
-196
1293
$1.04M ﹤0.01%
531,032
-32,451
1294
$1.04M ﹤0.01%
242,292
+832
1295
$1.04M ﹤0.01%
74,922
+922
1296
$1.04M ﹤0.01%
45,617
-6,871
1297
$1.04M ﹤0.01%
51,882
-132,836
1298
$1.04M ﹤0.01%
89,514
-174
1299
$1.03M ﹤0.01%
23,571
+15,454
1300
$1.03M ﹤0.01%
28,950
+20