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
$73.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,673
New
Increased
Reduced
Closed

Top Buys

1 +$482M
2 +$397M
3 +$234M
4
GIB icon
CGI
GIB
+$234M
5
SLF icon
Sun Life Financial
SLF
+$221M

Top Sells

1 +$230M
2 +$199M
3 +$178M
4
AGCO icon
AGCO
AGCO
+$129M
5
CNI icon
Canadian National Railway
CNI
+$104M

Sector Composition

1 Financials 30.13%
2 Energy 15.02%
3 Industrials 7.51%
4 Healthcare 7.06%
5 Technology 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$347K ﹤0.01%
14,231
-124
1802
$345K ﹤0.01%
+19,511
1803
$345K ﹤0.01%
19,007
+6,658
1804
$344K ﹤0.01%
4,634
+281
1805
$343K ﹤0.01%
3,894
+1,056
1806
$342K ﹤0.01%
5,558
+203
1807
$342K ﹤0.01%
5,065
+4,938
1808
$341K ﹤0.01%
3,358
-300
1809
$340K ﹤0.01%
4,719
-49
1810
$339K ﹤0.01%
+20,091
1811
$337K ﹤0.01%
8,175
+8,070
1812
$337K ﹤0.01%
11,216
-332
1813
$336K ﹤0.01%
16,092
-872
1814
$336K ﹤0.01%
+31,985
1815
$334K ﹤0.01%
11,724
-868
1816
$334K ﹤0.01%
29,018
+20,287
1817
$334K ﹤0.01%
10,903
-3,222
1818
$334K ﹤0.01%
22,792
+18,442
1819
$334K ﹤0.01%
39,631
-600
1820
$334K ﹤0.01%
18,458
1821
$333K ﹤0.01%
4,596
+4,496
1822
$332K ﹤0.01%
56,486
-29,573
1823
$332K ﹤0.01%
10,482
+8,226
1824
$331K ﹤0.01%
13,817
-1,446
1825
$331K ﹤0.01%
27,325