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
$85.4B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,383
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$263M
3 +$260M
4
EOG icon
EOG Resources
EOG
+$216M
5
JNJ icon
Johnson & Johnson
JNJ
+$186M

Top Sells

1 +$287M
2 +$261M
3 +$172M
4
C icon
Citigroup
C
+$161M
5
MCK icon
McKesson
MCK
+$150M

Sector Composition

1 Financials 29.04%
2 Energy 15.68%
3 Industrials 8.19%
4 Healthcare 7.08%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$390K ﹤0.01%
19,363
+733
1852
$388K ﹤0.01%
+5,868
1853
$388K ﹤0.01%
47,380
+15,819
1854
$385K ﹤0.01%
7,819
+1,962
1855
$383K ﹤0.01%
32,689
+10,666
1856
$383K ﹤0.01%
10,066
-2,185
1857
$383K ﹤0.01%
13,980
-819
1858
$382K ﹤0.01%
7,775
-344
1859
$382K ﹤0.01%
1,355
+59
1860
$380K ﹤0.01%
2,747
+1,226
1861
$378K ﹤0.01%
21,200
+18,700
1862
$378K ﹤0.01%
17,525
-256
1863
$378K ﹤0.01%
75,882
+28,182
1864
$377K ﹤0.01%
7,895
1865
$376K ﹤0.01%
7,576
-1,700
1866
$376K ﹤0.01%
8,762
1867
$375K ﹤0.01%
326
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1868
$375K ﹤0.01%
30,701
-986
1869
$374K ﹤0.01%
5,474
+840
1870
$373K ﹤0.01%
13,568
-1,465
1871
$372K ﹤0.01%
7,573
+2,096
1872
$372K ﹤0.01%
43,193
-33,949
1873
$372K ﹤0.01%
1,095
+108
1874
$369K ﹤0.01%
24,840
-640
1875
$369K ﹤0.01%
11,674
+2,846