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
1301
$1.03M ﹤0.01%
24,717
-2,276
1302
$1.03M ﹤0.01%
79,407
+1,507
1303
$1.03M ﹤0.01%
123,148
+23,720
1304
$1.02M ﹤0.01%
59,989
+2,919
1305
$1.02M ﹤0.01%
21,611
-183
1306
$1.02M ﹤0.01%
28,898
-1,245
1307
$1.02M ﹤0.01%
64,820
+9,762
1308
$1.01M ﹤0.01%
+41,088
1309
$1.01M ﹤0.01%
20,638
+250
1310
$1.01M ﹤0.01%
36,701
+2,696
1311
$1.01M ﹤0.01%
35,460
-3,772
1312
$1M ﹤0.01%
131,934
+62,615
1313
$997K ﹤0.01%
11,572
+1,385
1314
$995K ﹤0.01%
79,004
-2,584
1315
$994K ﹤0.01%
36,701
+3,178
1316
$992K ﹤0.01%
74,670
-85,110
1317
$992K ﹤0.01%
21,206
-3,758
1318
$991K ﹤0.01%
52,188
+538
1319
$988K ﹤0.01%
16,661
-277
1320
$983K ﹤0.01%
8,770
-58,623
1321
$982K ﹤0.01%
57,282
+6,794
1322
$981K ﹤0.01%
71,350
-28,723
1323
$981K ﹤0.01%
30,838
+4,193
1324
$980K ﹤0.01%
17,552
+3,942
1325
$977K ﹤0.01%
17,275
-637