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
1601
$607K ﹤0.01%
60,073
-2,627
1602
$604K ﹤0.01%
23,364
+1,377
1603
$604K ﹤0.01%
108,408
-1,058
1604
$603K ﹤0.01%
33,625
-5,732
1605
$600K ﹤0.01%
92,897
-12,230
1606
$600K ﹤0.01%
29,982
+23,939
1607
$599K ﹤0.01%
14,469
-1,991
1608
$597K ﹤0.01%
58,726
+1,456
1609
$594K ﹤0.01%
27,293
-4,414
1610
$594K ﹤0.01%
37,200
+27,200
1611
$593K ﹤0.01%
20,834
-1,687
1612
$589K ﹤0.01%
1,280
+214
1613
$588K ﹤0.01%
18,107
-66,466
1614
$587K ﹤0.01%
17,539
-641
1615
$585K ﹤0.01%
33,790
-3,968
1616
$583K ﹤0.01%
13,027
+2,038
1617
$582K ﹤0.01%
38,489
+5,487
1618
$582K ﹤0.01%
45,095
+8,863
1619
$582K ﹤0.01%
19,364
-3,366
1620
$582K ﹤0.01%
16,859
-2,811
1621
$580K ﹤0.01%
58,616
+1,938
1622
$577K ﹤0.01%
58,889
+15,950
1623
$576K ﹤0.01%
3,526
+1,197
1624
$572K ﹤0.01%
58,040
-235,264
1625
$570K ﹤0.01%
17,177
-3,853