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
$97.2B
AUM Growth
-$20.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,566
New
Increased
Reduced
Closed

Top Sells

1 +$998M
2 +$269M
3 +$260M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$222M
5
CI icon
Cigna
CI
+$217M

Sector Composition

1 Financials 25.78%
2 Technology 10.28%
3 Communication Services 9.74%
4 Energy 8.89%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$447K ﹤0.01%
86,389
-47,529
1977
$447K ﹤0.01%
14,213
-1,790
1978
$446K ﹤0.01%
8,752
-701
1979
$445K ﹤0.01%
7,988
-72,993
1980
$445K ﹤0.01%
31,600
+1,360
1981
$444K ﹤0.01%
32,755
+627
1982
$444K ﹤0.01%
7,040
-1,656
1983
$441K ﹤0.01%
10,743
+1,935
1984
$441K ﹤0.01%
11,609
1985
$434K ﹤0.01%
4,744
+297
1986
$434K ﹤0.01%
41,117
-892
1987
$430K ﹤0.01%
13,590
+3
1988
$430K ﹤0.01%
18,033
+4,022
1989
$430K ﹤0.01%
56,039
+11,796
1990
$429K ﹤0.01%
45,000
1991
$429K ﹤0.01%
45,188
+5,172
1992
$428K ﹤0.01%
18,515
+797
1993
$426K ﹤0.01%
135,116
+3,848
1994
$422K ﹤0.01%
11,397
-536,016
1995
$419K ﹤0.01%
46,177
+8,252
1996
$419K ﹤0.01%
14,044
-1,311
1997
$417K ﹤0.01%
21,604
-898
1998
$415K ﹤0.01%
9,535
+955
1999
$415K ﹤0.01%
8,491
+56
2000
$410K ﹤0.01%
21,400
+5,565