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
$63.1B
AUM Growth
+$7.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,587
New
Increased
Reduced
Closed

Top Buys

1 +$270M
2 +$245M
3 +$217M
4
MGA icon
Magna International
MGA
+$209M
5
CNQ icon
Canadian Natural Resources
CNQ
+$182M

Top Sells

1 +$164M
2 +$131M
3 +$126M
4
LLY icon
Eli Lilly
LLY
+$114M
5
SLB icon
SLB Ltd
SLB
+$94.1M

Sector Composition

1 Financials 30.33%
2 Energy 14.48%
3 Industrials 7.83%
4 Technology 6.79%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$194K ﹤0.01%
8,460
+5,770
1902
$194K ﹤0.01%
2,799
+1,680
1903
$194K ﹤0.01%
+9,497
1904
$193K ﹤0.01%
2,623
-334
1905
$192K ﹤0.01%
3,283
-3,852
1906
$192K ﹤0.01%
16,374
-1,890
1907
$192K ﹤0.01%
4,768
+1,086
1908
$191K ﹤0.01%
9,896
-750
1909
$191K ﹤0.01%
+5,996
1910
$191K ﹤0.01%
29,807
-880
1911
$190K ﹤0.01%
8,680
1912
$190K ﹤0.01%
7,914
-810
1913
$189K ﹤0.01%
2,156
+1,339
1914
$189K ﹤0.01%
4,207
-4,267
1915
$188K ﹤0.01%
6,570
+200
1916
$188K ﹤0.01%
4,770
+3,507
1917
$184K ﹤0.01%
20,000
+19,800
1918
$184K ﹤0.01%
4,095
-51,900
1919
$184K ﹤0.01%
5,826
1920
$184K ﹤0.01%
+4,162
1921
$183K ﹤0.01%
33,689
-23,967
1922
$183K ﹤0.01%
3,684
-655
1923
$183K ﹤0.01%
+29,451
1924
$182K ﹤0.01%
3,876
+252
1925
$181K ﹤0.01%
879
+64