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
$85.6B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1 +$504M
2 +$489M
3 +$419M
4
BNS icon
Scotiabank
BNS
+$409M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$208M

Top Sells

1 +$270M
2 +$259M
3 +$257M
4
QCOM icon
Qualcomm
QCOM
+$234M
5
MGA icon
Magna International
MGA
+$165M

Sector Composition

1 Financials 28.25%
2 Energy 11.94%
3 Technology 9.16%
4 Healthcare 8.91%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$1.21M ﹤0.01%
13,959
+246
1377
$1.2M ﹤0.01%
57,106
+11,870
1378
$1.2M ﹤0.01%
9,952
1379
$1.2M ﹤0.01%
216,672
+33,435
1380
$1.2M ﹤0.01%
39,050
+2,050
1381
$1.19M ﹤0.01%
63,318
-60,988
1382
$1.19M ﹤0.01%
27,766
-5,544
1383
$1.19M ﹤0.01%
29,870
+4,987
1384
$1.19M ﹤0.01%
35,666
-4,635
1385
$1.19M ﹤0.01%
63,118
-1,286
1386
$1.19M ﹤0.01%
1,750,223
-202,529
1387
$1.19M ﹤0.01%
63,803
-9,707
1388
$1.19M ﹤0.01%
15,880
+1,057
1389
$1.19M ﹤0.01%
103,116
-77,972
1390
$1.18M ﹤0.01%
7,100
-123,230
1391
$1.18M ﹤0.01%
31,923
-2,370
1392
$1.17M ﹤0.01%
54,104
-102,212
1393
$1.17M ﹤0.01%
59,187
+44,710
1394
$1.17M ﹤0.01%
28,226
+10,696
1395
$1.17M ﹤0.01%
73,400
1396
$1.16M ﹤0.01%
7,681
+3,898
1397
$1.16M ﹤0.01%
28,841
-10,627
1398
$1.15M ﹤0.01%
13,213
-6,138
1399
$1.15M ﹤0.01%
101,500
1400
$1.14M ﹤0.01%
212,810