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
1901
$283K ﹤0.01%
11,887
+2,549
1902
$282K ﹤0.01%
5,355
+35
1903
$282K ﹤0.01%
16,196
+3,225
1904
$281K ﹤0.01%
8,480
-2,184
1905
$281K ﹤0.01%
27,208
1906
$278K ﹤0.01%
12,221
-1,029
1907
$278K ﹤0.01%
93,255
-6,745
1908
$275K ﹤0.01%
9,960
1909
$273K ﹤0.01%
10,515
-4,671
1910
$273K ﹤0.01%
4,640
+1,227
1911
$271K ﹤0.01%
88,876
-14,452
1912
$271K ﹤0.01%
8,828
-2,946
1913
$271K ﹤0.01%
11,330
+750
1914
$269K ﹤0.01%
+10,214
1915
$269K ﹤0.01%
10,783
+324
1916
$268K ﹤0.01%
31,561
+12,955
1917
$267K ﹤0.01%
17,368
+6,218
1918
$267K ﹤0.01%
18,169
+4,731
1919
$267K ﹤0.01%
27,076
-590
1920
$266K ﹤0.01%
10,038
+575
1921
$264K ﹤0.01%
6,051
-734
1922
$264K ﹤0.01%
12,735
+1,035
1923
$264K ﹤0.01%
4,313
+1,498
1924
$263K ﹤0.01%
12,172
+4,316
1925
$262K ﹤0.01%
11,496
+3