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
$85.4B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,383
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$263M
3 +$260M
4
EOG icon
EOG Resources
EOG
+$216M
5
JNJ icon
Johnson & Johnson
JNJ
+$186M

Top Sells

1 +$287M
2 +$261M
3 +$172M
4
C icon
Citigroup
C
+$161M
5
MCK icon
McKesson
MCK
+$150M

Sector Composition

1 Financials 29.04%
2 Energy 15.68%
3 Industrials 8.19%
4 Healthcare 7.08%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$164K ﹤0.01%
2,105
-410
2202
$164K ﹤0.01%
25,750
2203
$164K ﹤0.01%
8,664
+7,449
2204
$164K ﹤0.01%
4,601
+1,947
2205
$163K ﹤0.01%
2,736
2206
$163K ﹤0.01%
5,563
+3,037
2207
$163K ﹤0.01%
9,649
-28,273
2208
$162K ﹤0.01%
3,849
+72
2209
$162K ﹤0.01%
3,625
+573
2210
$162K ﹤0.01%
3,152
+256
2211
$162K ﹤0.01%
3,420
+2,020
2212
$161K ﹤0.01%
656
-38
2213
$161K ﹤0.01%
52,910
+52,698
2214
$161K ﹤0.01%
3,584
2215
$161K ﹤0.01%
12,484
+1,272
2216
$161K ﹤0.01%
+2,434
2217
$161K ﹤0.01%
3,598
+1,069
2218
$160K ﹤0.01%
3,000
2219
$160K ﹤0.01%
1,280
-1,725
2220
$159K ﹤0.01%
4,147
+2,891
2221
$158K ﹤0.01%
13,334
2222
$158K ﹤0.01%
5,600
+1,600
2223
$158K ﹤0.01%
3,065
+1,890
2224
$157K ﹤0.01%
2,455
+1,535
2225
$157K ﹤0.01%
+5,785