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
1851
$314K ﹤0.01%
987
+223
1852
$312K ﹤0.01%
9,160
+802
1853
$312K ﹤0.01%
8,547
-62,758
1854
$312K ﹤0.01%
15,699
-32,571
1855
$312K ﹤0.01%
+4,460
1856
$311K ﹤0.01%
15,103
-1,786
1857
$310K ﹤0.01%
+9,710
1858
$310K ﹤0.01%
4,273
+156
1859
$308K ﹤0.01%
9,759
+970
1860
$306K ﹤0.01%
16,437
+5,529
1861
$306K ﹤0.01%
11,460
-324
1862
$306K ﹤0.01%
8,195
+2,435
1863
$305K ﹤0.01%
3,364
-61,433
1864
$305K ﹤0.01%
5,857
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1865
$305K ﹤0.01%
6,075
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1866
$304K ﹤0.01%
40,062
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1867
$304K ﹤0.01%
9,154
-14,330
1868
$303K ﹤0.01%
8,050
+640
1869
$302K ﹤0.01%
8,507
1870
$302K ﹤0.01%
5,618
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1871
$301K ﹤0.01%
7,096
+1,005
1872
$301K ﹤0.01%
28,176
-6,250
1873
$300K ﹤0.01%
5,530
-1,710
1874
$300K ﹤0.01%
11,131
-526
1875
$299K ﹤0.01%
6,795
+1,819