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
1501
$495K ﹤0.01%
29,464
+28,586
1502
$494K ﹤0.01%
27,900
-15,900
1503
$493K ﹤0.01%
46,500
1504
$492K ﹤0.01%
74,237
+6,433
1505
$492K ﹤0.01%
+9,755
1506
$491K ﹤0.01%
20,057
-2,191
1507
$489K ﹤0.01%
33,690
-7,330
1508
$488K ﹤0.01%
10,685
+950
1509
$488K ﹤0.01%
23,401
-1,314
1510
$487K ﹤0.01%
33,530
1511
$486K ﹤0.01%
11,320
+780
1512
$485K ﹤0.01%
12,626
-428
1513
$485K ﹤0.01%
29,060
+1,065
1514
$484K ﹤0.01%
24,993
-433
1515
$484K ﹤0.01%
92,695
+22,280
1516
$481K ﹤0.01%
25,452
+1,799
1517
$480K ﹤0.01%
24,372
+2,824
1518
$480K ﹤0.01%
88,759
-20,678
1519
$479K ﹤0.01%
20,227
-3,470
1520
$478K ﹤0.01%
32,191
-77,712
1521
$478K ﹤0.01%
26,154
+3,040
1522
$477K ﹤0.01%
5,300
+280
1523
$476K ﹤0.01%
15,362
-617
1524
$472K ﹤0.01%
39,148
+2,244
1525
$472K ﹤0.01%
12,550