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
$55.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,294
New
Increased
Reduced
Closed

Top Buys

1 +$3.4B
2 +$3.09B
3 +$2.58B
4
BCE icon
BCE
BCE
+$1.17B
5
SU icon
Suncor Energy
SU
+$1.07B

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.52%
2 Energy 14.91%
3 Communication Services 7.12%
4 Industrials 7.1%
5 Technology 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$391K ﹤0.01%
+7,135
1552
$391K ﹤0.01%
+4,379
1553
$388K ﹤0.01%
+4,083
1554
$387K ﹤0.01%
+8,505
1555
$387K ﹤0.01%
+26,001
1556
$386K ﹤0.01%
+38,012
1557
$385K ﹤0.01%
+7,792
1558
$383K ﹤0.01%
+97
1559
$382K ﹤0.01%
+15,598
1560
$381K ﹤0.01%
+31,300
1561
$378K ﹤0.01%
+9,735
1562
$377K ﹤0.01%
+12,700
1563
$377K ﹤0.01%
+51,974
1564
$375K ﹤0.01%
+17,160
1565
$375K ﹤0.01%
+18,218
1566
$372K ﹤0.01%
+6,740
1567
$372K ﹤0.01%
+13,445
1568
$372K ﹤0.01%
+20,896
1569
$371K ﹤0.01%
+39,596
1570
$371K ﹤0.01%
+131,669
1571
$371K ﹤0.01%
+9,268
1572
$370K ﹤0.01%
+5,712
1573
$370K ﹤0.01%
+38,415
1574
$369K ﹤0.01%
+63,325
1575
$369K ﹤0.01%
+32,574