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
1326
$2.23M ﹤0.01%
194,915
-636,194
1327
$2.22M ﹤0.01%
+145,000
1328
$2.21M ﹤0.01%
+225,000
1329
$2.2M ﹤0.01%
116,361
-367,801
1330
$2.19M ﹤0.01%
39,322
-4,799
1331
$2.19M ﹤0.01%
18,903
-1,092
1332
$2.19M ﹤0.01%
108,062
-8,012
1333
$2.18M ﹤0.01%
126,496
+112,980
1334
$2.17M ﹤0.01%
63,904
+8,253
1335
$2.17M ﹤0.01%
82,921
-3,741
1336
$2.17M ﹤0.01%
331,441
+49,287
1337
$2.17M ﹤0.01%
43,758
+23,193
1338
$2.17M ﹤0.01%
152,318
+49,508
1339
$2.17M ﹤0.01%
62,196
-134,760
1340
$2.16M ﹤0.01%
23,185
-2,588
1341
$2.16M ﹤0.01%
107,637
-1,538
1342
$2.16M ﹤0.01%
68,275
-1,262
1343
$2.15M ﹤0.01%
393,484
-241,863
1344
$2.15M ﹤0.01%
379,237
+178,870
1345
$2.15M ﹤0.01%
150,089
+3,964
1346
$2.14M ﹤0.01%
81,981
-10,398
1347
$2.14M ﹤0.01%
48,245
+8,191
1348
$2.14M ﹤0.01%
214,572
+62,586
1349
$2.13M ﹤0.01%
621,601
+424,899
1350
$2.12M ﹤0.01%
106,476
+6,094