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
1626
$370K ﹤0.01%
14,730
-6,850
1627
$370K ﹤0.01%
7,482
-894
1628
$368K ﹤0.01%
29,613
+522
1629
$367K ﹤0.01%
16,982
+755
1630
$367K ﹤0.01%
40,642
+2,705
1631
$364K ﹤0.01%
8,676
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1632
$364K ﹤0.01%
18,218
1633
$363K ﹤0.01%
7,698
+7,480
1634
$361K ﹤0.01%
13,140
+656
1635
$360K ﹤0.01%
5,801
+710
1636
$358K ﹤0.01%
11,605
-8,085
1637
$357K ﹤0.01%
10,285
+9,525
1638
$357K ﹤0.01%
20,700
1639
$356K ﹤0.01%
12,875
1640
$356K ﹤0.01%
21,000
1641
$355K ﹤0.01%
39,876
-3,651
1642
$355K ﹤0.01%
11,635
+1,135
1643
$354K ﹤0.01%
16,254
+13,750
1644
$353K ﹤0.01%
6,404
-1,388
1645
$352K ﹤0.01%
32,094
-165,936
1646
$352K ﹤0.01%
+13,537
1647
$351K ﹤0.01%
12,575
1648
$349K ﹤0.01%
12,686
-992
1649
$349K ﹤0.01%
16,291
-4,402
1650
$346K ﹤0.01%
14,390
+12,260