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
2101
$325K ﹤0.01%
11,780
-40,258
2102
$324K ﹤0.01%
5,716
+585
2103
$323K ﹤0.01%
5,686
+1,917
2104
$323K ﹤0.01%
22,833
-3,496
2105
$322K ﹤0.01%
6,019
+114
2106
$321K ﹤0.01%
22,696
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2107
$320K ﹤0.01%
12,427
-2,428
2108
$320K ﹤0.01%
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2109
$319K ﹤0.01%
8,967
+3,627
2110
$319K ﹤0.01%
28,406
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2111
$318K ﹤0.01%
30,494
-7,832
2112
$318K ﹤0.01%
10,488
-673
2113
$317K ﹤0.01%
7,268
-13,035
2114
$317K ﹤0.01%
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2115
$317K ﹤0.01%
3,377
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2116
$317K ﹤0.01%
51,701
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2117
$316K ﹤0.01%
16,011
-41,720
2118
$315K ﹤0.01%
10,958
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2119
$315K ﹤0.01%
151,202
+150,440
2120
$313K ﹤0.01%
6,885
+1,143
2121
$313K ﹤0.01%
131,084
+124,229
2122
$312K ﹤0.01%
3,725
-92
2123
$311K ﹤0.01%
7,424
+145
2124
$311K ﹤0.01%
34,957
+625
2125
$311K ﹤0.01%
27,208