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
126
$105M 0.14%
4,942,769
+3,120,046
127
$104M 0.14%
10,667,932
-2,069,315
128
$102M 0.14%
1,156,961
-130,259
129
$102M 0.14%
9,588,363
+3,384
130
$102M 0.14%
1,153,985
+9,780
131
$101M 0.14%
1,348,961
-254,265
132
$101M 0.14%
728,562
-325,216
133
$99.7M 0.14%
3,772,119
+98,960
134
$99.5M 0.14%
976,335
-114,452
135
$99.4M 0.14%
1,006,803
-36,219
136
$96.5M 0.13%
2,998,121
+5,106
137
$95.6M 0.13%
2,675,810
-52,502
138
$94.3M 0.13%
1,732,782
-268,082
139
$94.3M 0.13%
2,875,401
+270,404
140
$93.7M 0.13%
5,296,514
-553,539
141
$93.7M 0.13%
647,883
+107,798
142
$92M 0.13%
1,238,580
-110,013
143
$91.5M 0.13%
8,861,000
+3,561,020
144
$90.6M 0.13%
1,313,762
+214,685
145
$90.4M 0.12%
1,711,507
-7,014
146
$89.9M 0.12%
3,549,074
+253,107
147
$88.9M 0.12%
749,619
-62,680
148
$88.6M 0.12%
3,624,138
-6,075,595
149
$88.3M 0.12%
981,778
-994,184
150
$87.6M 0.12%
538,900
+347,144