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
$85.6B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1 +$504M
2 +$489M
3 +$419M
4
BNS icon
Scotiabank
BNS
+$409M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$208M

Top Sells

1 +$270M
2 +$259M
3 +$257M
4
QCOM icon
Qualcomm
QCOM
+$234M
5
MGA icon
Magna International
MGA
+$165M

Sector Composition

1 Financials 28.25%
2 Energy 11.94%
3 Technology 9.16%
4 Healthcare 8.91%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$557K ﹤0.01%
5,410
1702
$557K ﹤0.01%
17,528
-1,780
1703
$556K ﹤0.01%
2,315
+250
1704
$554K ﹤0.01%
11,585
+2,691
1705
$553K ﹤0.01%
9,397
+886
1706
$551K ﹤0.01%
22,219
1707
$551K ﹤0.01%
22,128
-6,321
1708
$550K ﹤0.01%
30,192
+301
1709
$548K ﹤0.01%
13,531
+8,452
1710
$545K ﹤0.01%
26,708
-357
1711
$545K ﹤0.01%
24,367
-10,551
1712
$542K ﹤0.01%
20,112
-3,057
1713
$542K ﹤0.01%
29,497
+5,164
1714
$541K ﹤0.01%
9,018
-45,189
1715
$541K ﹤0.01%
8,169
+4,216
1716
$540K ﹤0.01%
39,140
+200
1717
$540K ﹤0.01%
3,092
-989
1718
$539K ﹤0.01%
9,437
+5,624
1719
$531K ﹤0.01%
30,269
+14,530
1720
$529K ﹤0.01%
8,705
1721
$528K ﹤0.01%
27,073
+126
1722
$528K ﹤0.01%
31,641
+6,571
1723
$526K ﹤0.01%
11,149
-292
1724
$525K ﹤0.01%
12,140
+7,815
1725
$525K ﹤0.01%
91,280
+46,045