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
$70.2B
AUM Growth
-$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,078
New
Increased
Reduced
Closed

Top Buys

1 +$204M
2 +$196M
3 +$150M
4
ETP
Energy Transfer Partners L.p.
ETP
+$129M
5
BA icon
Boeing
BA
+$106M

Top Sells

1 +$495M
2 +$483M
3 +$260M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$241M
5
MDT icon
Medtronic
MDT
+$218M

Sector Composition

1 Financials 28.78%
2 Energy 9.94%
3 Healthcare 9.57%
4 Technology 8.06%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$1.29M ﹤0.01%
43,000
+19,685
1352
$1.28M ﹤0.01%
30,367
+2,993
1353
$1.28M ﹤0.01%
83,879
-28,949
1354
$1.28M ﹤0.01%
47,087
-20,502
1355
$1.27M ﹤0.01%
20,662
-5,392
1356
$1.27M ﹤0.01%
44,460
-65,013
1357
$1.27M ﹤0.01%
17,226
-12,408
1358
$1.27M ﹤0.01%
71,737
-6,774
1359
$1.26M ﹤0.01%
152,680
+112,056
1360
$1.25M ﹤0.01%
77,520
+18,253
1361
$1.25M ﹤0.01%
+76,900
1362
$1.25M ﹤0.01%
46,868
+3,558
1363
$1.24M ﹤0.01%
41,455
+34,229
1364
$1.24M ﹤0.01%
21,524
+6,494
1365
$1.24M ﹤0.01%
47,946
-45,606
1366
$1.22M ﹤0.01%
66,530
+1,435
1367
$1.22M ﹤0.01%
54,031
+49,538
1368
$1.21M ﹤0.01%
17,985
+477
1369
$1.21M ﹤0.01%
31,792
+990
1370
$1.21M ﹤0.01%
145,989
+144,834
1371
$1.21M ﹤0.01%
52,384
+20,037
1372
$1.21M ﹤0.01%
45,300
+43,000
1373
$1.21M ﹤0.01%
79,600
+23,890
1374
$1.21M ﹤0.01%
93,400
1375
$1.2M ﹤0.01%
80,592
-37,065