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
$75.2B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,306
New
Increased
Reduced
Closed

Top Buys

1 +$988M
2 +$169M
3 +$142M
4
BN icon
Brookfield
BN
+$130M
5
SCTY
SolarCity Corporation
SCTY
+$122M

Top Sells

1 +$227M
2 +$189M
3 +$140M
4
CB
CHUBB CORPORATION
CB
+$132M
5
EQIX icon
Equinix
EQIX
+$130M

Sector Composition

1 Financials 27.67%
2 Energy 10.2%
3 Communication Services 9.24%
4 Technology 8.09%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$1.78M ﹤0.01%
37,222
+210
1402
$1.77M ﹤0.01%
31,855
+3,769
1403
$1.77M ﹤0.01%
+197,000
1404
$1.77M ﹤0.01%
16,798
-10,716
1405
$1.77M ﹤0.01%
+189,390
1406
$1.77M ﹤0.01%
116,200
1407
$1.77M ﹤0.01%
120,750
1408
$1.76M ﹤0.01%
20,797
+565
1409
$1.76M ﹤0.01%
23,705
+11,563
1410
$1.75M ﹤0.01%
266,061
+46,080
1411
$1.75M ﹤0.01%
133,098
-18,660
1412
$1.75M ﹤0.01%
343,656
+265,552
1413
$1.75M ﹤0.01%
14,955
-811
1414
$1.75M ﹤0.01%
60,010
-333,471
1415
$1.74M ﹤0.01%
107,300
1416
$1.74M ﹤0.01%
88,880
-2,824
1417
$1.74M ﹤0.01%
28,457
+2,976
1418
$1.72M ﹤0.01%
72,976
-271
1419
$1.71M ﹤0.01%
162,360
-92,875
1420
$1.71M ﹤0.01%
45,231
-8,177
1421
$1.69M ﹤0.01%
50,413
+1,708
1422
$1.69M ﹤0.01%
27,248
-3,036
1423
$1.69M ﹤0.01%
+145,000
1424
$1.69M ﹤0.01%
208,269
+2,925
1425
$1.69M ﹤0.01%
35,809
+1,002