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
$75.2B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,306
New
Increased
Reduced
Closed

Top Buys

1 +$988M
2 +$169M
3 +$142M
4
BN icon
Brookfield
BN
+$130M
5
SCTY
SolarCity Corporation
SCTY
+$122M

Top Sells

1 +$227M
2 +$189M
3 +$140M
4
CB
CHUBB CORPORATION
CB
+$132M
5
EQIX icon
Equinix
EQIX
+$130M

Sector Composition

1 Financials 27.67%
2 Energy 10.2%
3 Communication Services 9.24%
4 Technology 8.08%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$588K ﹤0.01%
57,059
+1,514
1827
$588K ﹤0.01%
76,970
-277
1828
$586K ﹤0.01%
72,755
-78,904
1829
$584K ﹤0.01%
10,830
-196
1830
$583K ﹤0.01%
24,533
+3,055
1831
$582K ﹤0.01%
16,790
+604
1832
$580K ﹤0.01%
14,108
-1,201
1833
$578K ﹤0.01%
16,632
-66,870
1834
$576K ﹤0.01%
7,715
+1,452
1835
$576K ﹤0.01%
56,901
+2,380
1836
$576K ﹤0.01%
49,175
+1,475
1837
$566K ﹤0.01%
16,980
+11,412
1838
$566K ﹤0.01%
18,026
+2,354
1839
$563K ﹤0.01%
26,939
+13,098
1840
$562K ﹤0.01%
16,894
-406
1841
$558K ﹤0.01%
5,410
1842
$558K ﹤0.01%
12,618
-6,936
1843
$552K ﹤0.01%
37,000
-40,686
1844
$551K ﹤0.01%
54,956
+26,163
1845
$551K ﹤0.01%
21,624
+369
1846
$548K ﹤0.01%
22,079
+1,047
1847
$546K ﹤0.01%
10,239
-276
1848
$544K ﹤0.01%
1,791
+1,072
1849
$543K ﹤0.01%
3,661
-492
1850
$542K ﹤0.01%
22,003