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
$85.4B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,383
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$263M
3 +$260M
4
EOG icon
EOG Resources
EOG
+$216M
5
JNJ icon
Johnson & Johnson
JNJ
+$186M

Top Sells

1 +$287M
2 +$261M
3 +$172M
4
C icon
Citigroup
C
+$161M
5
MCK icon
McKesson
MCK
+$150M

Sector Composition

1 Financials 29.04%
2 Energy 15.68%
3 Industrials 8.19%
4 Healthcare 7.08%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$1.12M ﹤0.01%
10,745
-1,408
1402
$1.12M ﹤0.01%
+56,635
1403
$1.11M ﹤0.01%
22,810
+3,209
1404
$1.1M ﹤0.01%
14,380
-124
1405
$1.09M ﹤0.01%
63,364
+3,375
1406
$1.09M ﹤0.01%
171
+17
1407
$1.09M ﹤0.01%
1,493
+751
1408
$1.09M ﹤0.01%
27,485
+2,768
1409
$1.09M ﹤0.01%
29,255
+7,725
1410
$1.09M ﹤0.01%
14,914
+3,943
1411
$1.08M ﹤0.01%
485,611
+129,659
1412
$1.08M ﹤0.01%
13,409
+3,129
1413
$1.08M ﹤0.01%
25,107
+6,508
1414
$1.07M ﹤0.01%
23,793
+21,160
1415
$1.07M ﹤0.01%
29,536
+586
1416
$1.07M ﹤0.01%
213,360
+28,250
1417
$1.07M ﹤0.01%
65,048
+228
1418
$1.07M ﹤0.01%
40,700
+32,800
1419
$1.07M ﹤0.01%
23,582
+6,665
1420
$1.07M ﹤0.01%
73,352
+21,801
1421
$1.06M ﹤0.01%
18,046
+2,448
1422
$1.06M ﹤0.01%
80,000
-50,000
1423
$1.06M ﹤0.01%
73,410
-1,260
1424
$1.05M ﹤0.01%
87,150
+23,847
1425
$1.05M ﹤0.01%
39,446
+19,873