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
$55.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,294
New
Increased
Reduced
Closed

Top Buys

1 +$3.4B
2 +$3.09B
3 +$2.58B
4
BCE icon
BCE
BCE
+$1.17B
5
SU icon
Suncor Energy
SU
+$1.07B

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.52%
2 Energy 14.91%
3 Communication Services 7.12%
4 Industrials 7.1%
5 Technology 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$123K ﹤0.01%
+3,628
2002
$123K ﹤0.01%
+2,206
2003
$122K ﹤0.01%
+4,942
2004
$122K ﹤0.01%
+10,089
2005
$122K ﹤0.01%
+372
2006
$122K ﹤0.01%
+52,364
2007
$122K ﹤0.01%
+6,991
2008
$121K ﹤0.01%
+8,900
2009
$119K ﹤0.01%
+2,524
2010
$119K ﹤0.01%
+7,701
2011
$119K ﹤0.01%
+3,682
2012
$118K ﹤0.01%
+8,492
2013
$117K ﹤0.01%
+14,285
2014
$117K ﹤0.01%
+5,277
2015
$116K ﹤0.01%
+4,996
2016
$116K ﹤0.01%
+5,986
2017
$116K ﹤0.01%
+3,863
2018
$116K ﹤0.01%
+7,805
2019
$116K ﹤0.01%
+4,582
2020
$116K ﹤0.01%
+10,000
2021
$116K ﹤0.01%
+3,622
2022
$115K ﹤0.01%
+2,932
2023
$115K ﹤0.01%
+2,531
2024
$115K ﹤0.01%
+5,642
2025
$115K ﹤0.01%
+2,285