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
$63.1B
AUM Growth
+$7.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,587
New
Increased
Reduced
Closed

Top Buys

1 +$270M
2 +$245M
3 +$217M
4
MGA icon
Magna International
MGA
+$209M
5
CNQ icon
Canadian Natural Resources
CNQ
+$182M

Top Sells

1 +$164M
2 +$131M
3 +$126M
4
LLY icon
Eli Lilly
LLY
+$114M
5
SLB icon
SLB Ltd
SLB
+$94.1M

Sector Composition

1 Financials 30.33%
2 Energy 14.48%
3 Industrials 7.83%
4 Technology 6.79%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$635K ﹤0.01%
23,795
-180
1402
$634K ﹤0.01%
53,775
1403
$634K ﹤0.01%
55,120
1404
$631K ﹤0.01%
26,244
-1,520
1405
$631K ﹤0.01%
17,444
+2,052
1406
$623K ﹤0.01%
33,799
-1,352
1407
$622K ﹤0.01%
16,559
-13,975
1408
$622K ﹤0.01%
7,686
-3,679
1409
$622K ﹤0.01%
18,320
-9,440
1410
$621K ﹤0.01%
5,414
+3,595
1411
$620K ﹤0.01%
5,691
-15,085
1412
$619K ﹤0.01%
78,933
-153
1413
$614K ﹤0.01%
10,251
1414
$613K ﹤0.01%
19,310
+1,551
1415
$613K ﹤0.01%
5,362
+67
1416
$612K ﹤0.01%
24,886
+1,260
1417
$611K ﹤0.01%
98,744
+67,200
1418
$610K ﹤0.01%
12,353
+110
1419
$609K ﹤0.01%
31,505
-39,465
1420
$608K ﹤0.01%
11,893
-475
1421
$607K ﹤0.01%
5,790
+561
1422
$607K ﹤0.01%
15,840
+15,730
1423
$604K ﹤0.01%
78,567
-5,092
1424
$599K ﹤0.01%
29,956
+6,812
1425
$599K ﹤0.01%
16,128
-996