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
$75.2B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,306
New
Increased
Reduced
Closed

Top Buys

1 +$988M
2 +$169M
3 +$142M
4
BN icon
Brookfield
BN
+$130M
5
SCTY
SolarCity Corporation
SCTY
+$122M

Top Sells

1 +$227M
2 +$189M
3 +$140M
4
CB
CHUBB CORPORATION
CB
+$132M
5
EQIX icon
Equinix
EQIX
+$130M

Sector Composition

1 Financials 27.67%
2 Energy 10.2%
3 Communication Services 9.24%
4 Technology 8.09%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$381K ﹤0.01%
26,800
-19,800
1977
$381K ﹤0.01%
9,283
+2,339
1978
$380K ﹤0.01%
9,700
-940
1979
$380K ﹤0.01%
95,026
-351
1980
$380K ﹤0.01%
960
+158
1981
$379K ﹤0.01%
23,582
+18,000
1982
$378K ﹤0.01%
15,331
-23,828
1983
$377K ﹤0.01%
12,479
+3,538
1984
$377K ﹤0.01%
7,480
-22,087
1985
$377K ﹤0.01%
88,564
1986
$376K ﹤0.01%
48,416
+9,430
1987
0
1988
$370K ﹤0.01%
29,575
+3,575
1989
$370K ﹤0.01%
27,392
+105
1990
$370K ﹤0.01%
8,213
1991
$368K ﹤0.01%
6,115
-1,030
1992
$368K ﹤0.01%
22,215
-1,121
1993
$368K ﹤0.01%
13,529
-946
1994
$367K ﹤0.01%
57,898
-25,126
1995
$366K ﹤0.01%
6,703
-104
1996
$366K ﹤0.01%
26,492
-2,576
1997
$362K ﹤0.01%
11,147
-101,120
1998
$359K ﹤0.01%
192,236
+12,444
1999
$359K ﹤0.01%
20,501
+19,387
2000
$359K ﹤0.01%
26,410
-1,719