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
1576
$1.34M ﹤0.01%
107,800
1577
$1.34M ﹤0.01%
12,924
+160
1578
$1.34M ﹤0.01%
91,958
+53,522
1579
$1.33M ﹤0.01%
38,809
+37,687
1580
$1.33M ﹤0.01%
33,190
-32,043
1581
$1.33M ﹤0.01%
22,070
-2,861
1582
$1.33M ﹤0.01%
120,263
-182,677
1583
$1.32M ﹤0.01%
51,032
+46,384
1584
$1.32M ﹤0.01%
50,912
+34,097
1585
$1.32M ﹤0.01%
74,856
-83,654
1586
$1.32M ﹤0.01%
108,300
+1,300
1587
$1.32M ﹤0.01%
28,208
+11,640
1588
$1.31M ﹤0.01%
65,176
-9,465
1589
$1.31M ﹤0.01%
18,597
+1,418
1590
$1.31M ﹤0.01%
64,458
+7,336
1591
$1.31M ﹤0.01%
15,814
-114,123
1592
$1.31M ﹤0.01%
152,415
+151,404
1593
$1.3M ﹤0.01%
39,380
-2,769,365
1594
$1.3M ﹤0.01%
81,960
+458
1595
$1.3M ﹤0.01%
247,195
+130,626
1596
$1.3M ﹤0.01%
121,500
1597
$1.29M ﹤0.01%
33,797
+490
1598
$1.29M ﹤0.01%
90,221
+42,291
1599
$1.29M ﹤0.01%
32,147
+18,178
1600
$1.28M ﹤0.01%
51,685
+955