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
$63.1B
AUM Growth
+$7.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,587
New
Increased
Reduced
Closed

Top Buys

1 +$270M
2 +$245M
3 +$217M
4
MGA icon
Magna International
MGA
+$209M
5
CNQ icon
Canadian Natural Resources
CNQ
+$182M

Top Sells

1 +$164M
2 +$131M
3 +$126M
4
LLY icon
Eli Lilly
LLY
+$114M
5
SLB icon
SLB Ltd
SLB
+$94.1M

Sector Composition

1 Financials 30.33%
2 Energy 14.48%
3 Industrials 7.83%
4 Technology 6.79%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$114K ﹤0.01%
5,277
2077
$113K ﹤0.01%
2,141
-38,673
2078
$113K ﹤0.01%
9,036
+3,686
2079
$113K ﹤0.01%
+5,300
2080
$113K ﹤0.01%
15,822
-9,217
2081
$113K ﹤0.01%
4,500
-1,761
2082
$113K ﹤0.01%
1,639
-977
2083
$113K ﹤0.01%
4,426
-4,105
2084
$112K ﹤0.01%
3,626
+1,066
2085
$112K ﹤0.01%
14,846
-2,287
2086
$112K ﹤0.01%
9,828
-1,668
2087
$112K ﹤0.01%
10,982
2088
$111K ﹤0.01%
2,787
+1,400
2089
$111K ﹤0.01%
7,233
-825
2090
$111K ﹤0.01%
2,009
+712
2091
$111K ﹤0.01%
8,900
2092
$110K ﹤0.01%
4,010
2093
$110K ﹤0.01%
+30
2094
$110K ﹤0.01%
6,657
-2,350
2095
$110K ﹤0.01%
268
2096
$110K ﹤0.01%
2,054
-152
2097
$109K ﹤0.01%
1,867
-2,583
2098
$109K ﹤0.01%
3,239
2099
$109K ﹤0.01%
3,475
2100
$109K ﹤0.01%
6,250
+3,002