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
1976
$298K ﹤0.01%
12,948
+1,948
1977
$297K ﹤0.01%
26,659
-3,081
1978
$296K ﹤0.01%
15,108
-64,786
1979
$295K ﹤0.01%
9,524
-700
1980
$295K ﹤0.01%
6,588
-366
1981
$294K ﹤0.01%
9,756
+1,162
1982
$294K ﹤0.01%
17,141
-1,317
1983
$293K ﹤0.01%
8,754
-406
1984
$293K ﹤0.01%
18
+8
1985
$292K ﹤0.01%
7,375
-800
1986
$291K ﹤0.01%
12,465
+969
1987
$291K ﹤0.01%
32,682
-4,933
1988
$288K ﹤0.01%
15,651
-8,227
1989
$288K ﹤0.01%
10,929
+1,949
1990
$288K ﹤0.01%
+24,561
1991
$287K ﹤0.01%
27,708
+7,600
1992
$285K ﹤0.01%
9,032
+1,425
1993
$285K ﹤0.01%
3,726
+2,981
1994
$284K ﹤0.01%
30,137
-15,956
1995
$284K ﹤0.01%
12,155
+2,416
1996
$284K ﹤0.01%
51,691
-10,510
1997
$284K ﹤0.01%
2,650
+2,550
1998
$284K ﹤0.01%
+17,704
1999
$283K ﹤0.01%
13,773
-1,589
2000
$283K ﹤0.01%
9,960