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 7.49%
4 Healthcare 7.06%
5 Technology 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$69.7M 0.09%
1,498,299
+118,735
177
$69.6M 0.09%
2,540,181
-355,931
178
$69.6M 0.09%
1,806,700
-266,175
179
$69.4M 0.09%
2,047,044
-185,008
180
$69.2M 0.09%
1,473,970
-9,020
181
$68.7M 0.09%
973,183
-4,625
182
$68.5M 0.09%
2,255,774
+189,300
183
$68.2M 0.09%
13,966,476
+11,329,290
184
$67.6M 0.09%
4,842,491
+1,526,133
185
$67.3M 0.09%
690,203
+182,540
186
$66.6M 0.09%
5,859,300
+5,515,850
187
$66.2M 0.09%
3,166,074
+938,602
188
$65.8M 0.08%
2,829,883
-2,387,326
189
$64.8M 0.08%
633,506
+108,739
190
$64.6M 0.08%
918,222
+13,204
191
$64.5M 0.08%
520,014
+134,351
192
$63.8M 0.08%
1,242,143
-469,141
193
$62.8M 0.08%
766,467
-32,148
194
$62.6M 0.08%
3,276,564
+2,297,864
195
$62.6M 0.08%
1,049,538
+1,047,183
196
$62.3M 0.08%
920,031
-33,670
197
$61.5M 0.08%
1,129,502
+1,001,739
198
$61.4M 0.08%
3,938,682
+103,294
199
$61.4M 0.08%
1,094,173
+57,583
200
$61.2M 0.08%
1,333,949
+417,473