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
1301
$2.4M ﹤0.01%
149,807
+3,413
1302
$2.4M ﹤0.01%
141,975
-57,677
1303
$2.4M ﹤0.01%
56,908
-4,868
1304
$2.38M ﹤0.01%
19,949
-3,309
1305
$2.38M ﹤0.01%
166,155
-4,465
1306
$2.37M ﹤0.01%
18,812
-1,118
1307
$2.35M ﹤0.01%
326,200
+29,154
1308
$2.35M ﹤0.01%
38,441
-5,163
1309
$2.35M ﹤0.01%
124,669
+88,371
1310
$2.34M ﹤0.01%
95,040
+12,691
1311
$2.33M ﹤0.01%
68,301
-6,029
1312
$2.33M ﹤0.01%
55,561
-4,843
1313
$2.32M ﹤0.01%
37,464
-3,774
1314
$2.32M ﹤0.01%
35,766
+4,112
1315
$2.3M ﹤0.01%
328,819
-171,124
1316
$2.29M ﹤0.01%
556,078
+20,512
1317
$2.29M ﹤0.01%
86,938
+16,331
1318
$2.28M ﹤0.01%
128,123
-82,129
1319
$2.28M ﹤0.01%
+56,254
1320
$2.26M ﹤0.01%
799,440
+156,085
1321
$2.26M ﹤0.01%
35,945
-312,414
1322
$2.25M ﹤0.01%
34,809
-23,427
1323
$2.25M ﹤0.01%
31,769
+29,956
1324
$2.25M ﹤0.01%
323,371
+99,410
1325
$2.23M ﹤0.01%
253,995
+6,652