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
$97.2B
AUM Growth
-$20.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,566
New
Increased
Reduced
Closed

Top Sells

1 +$998M
2 +$269M
3 +$260M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$222M
5
CI icon
Cigna
CI
+$217M

Sector Composition

1 Financials 25.78%
2 Technology 10.28%
3 Communication Services 9.74%
4 Energy 8.89%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$1.41M ﹤0.01%
386,990
-1,787,379
1552
$1.41M ﹤0.01%
81,099
+10,253
1553
$1.41M ﹤0.01%
129,083
-1,599
1554
$1.41M ﹤0.01%
22,567
+1,372
1555
$1.41M ﹤0.01%
18,342
+1,118
1556
$1.41M ﹤0.01%
55,652
+294
1557
$1.4M ﹤0.01%
99,546
+539
1558
$1.4M ﹤0.01%
42,175
-24,687
1559
$1.4M ﹤0.01%
110,750
1560
$1.4M ﹤0.01%
43,591
+538
1561
$1.39M ﹤0.01%
22,570
+893
1562
$1.39M ﹤0.01%
32,221
-235,419
1563
$1.39M ﹤0.01%
41,884
-674
1564
$1.39M ﹤0.01%
97,994
+10,340
1565
$1.38M ﹤0.01%
18,022
-2,033
1566
$1.37M ﹤0.01%
22,311
-607
1567
$1.37M ﹤0.01%
39,197
+1,110
1568
$1.37M ﹤0.01%
46,004
-3,697
1569
$1.37M ﹤0.01%
60,839
+12,084
1570
$1.37M ﹤0.01%
38,153
-22,592
1571
$1.36M ﹤0.01%
66,138
+11,557
1572
$1.36M ﹤0.01%
16,033
+529
1573
$1.35M ﹤0.01%
11,602
-6,649
1574
$1.35M ﹤0.01%
76,443
-4,254
1575
$1.35M ﹤0.01%
29,468
+726