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
1801
$737K ﹤0.01%
53,546
+3,110
1802
$735K ﹤0.01%
126,443
-37,717
1803
$733K ﹤0.01%
12,008
-668
1804
$726K ﹤0.01%
26,473
+1,479
1805
$725K ﹤0.01%
11,979
+8,300
1806
$724K ﹤0.01%
36,781
+36,642
1807
$724K ﹤0.01%
9,753
-2,800
1808
$715K ﹤0.01%
132,979
-15,780
1809
$714K ﹤0.01%
9,936
+226
1810
$713K ﹤0.01%
7,922
+62
1811
$713K ﹤0.01%
16,822
-1,634
1812
$709K ﹤0.01%
16,354
-3,196
1813
$708K ﹤0.01%
5,520
+172
1814
$706K ﹤0.01%
38,680
+25,930
1815
$705K ﹤0.01%
31,059
+7,215
1816
$700K ﹤0.01%
15,708
+2,695
1817
$698K ﹤0.01%
140,079
+76,404
1818
$695K ﹤0.01%
55,386
-555
1819
$695K ﹤0.01%
69,300
1820
$694K ﹤0.01%
4,335
-344
1821
$693K ﹤0.01%
78,177
+4,395
1822
$685K ﹤0.01%
6,705
-12,663
1823
$682K ﹤0.01%
140,008
+21,746
1824
$682K ﹤0.01%
165,273
+164,301
1825
$682K ﹤0.01%
5,664
-299