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
$70.2B
AUM Growth
-$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,078
New
Increased
Reduced
Closed

Top Buys

1 +$204M
2 +$196M
3 +$150M
4
ETP
Energy Transfer Partners L.p.
ETP
+$129M
5
BA icon
Boeing
BA
+$106M

Top Sells

1 +$495M
2 +$483M
3 +$260M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$241M
5
MDT icon
Medtronic
MDT
+$218M

Sector Composition

1 Financials 28.78%
2 Energy 9.94%
3 Healthcare 9.57%
4 Technology 8.06%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$62.8M 0.09%
1,450,860
-816,662
202
$62.8M 0.09%
1,356,015
-7,187
203
$62.4M 0.09%
783,134
+35,587
204
$62.3M 0.09%
1,159,488
-156,155
205
$62M 0.09%
891,993
-1,025,774
206
$61.8M 0.09%
429,332
-1,101,014
207
$61.8M 0.09%
733,974
-262,219
208
$61.3M 0.08%
678,858
-93,332
209
$61.2M 0.08%
1,289,575
-3,578
210
$61M 0.08%
471,262
+177,694
211
$60.9M 0.08%
826,135
-184,836
212
$60.3M 0.08%
613,606
+116,383
213
$59.2M 0.08%
303
-16
214
$59.2M 0.08%
1,910,690
+868,933
215
$58.9M 0.08%
539,969
+39,058
216
$58.8M 0.08%
4,521,527
+940,426
217
$58.5M 0.08%
761,261
+56,023
218
$58.2M 0.08%
334,864
-59,881
219
$57.7M 0.08%
1,028,810
+37,697
220
$57.5M 0.08%
723,822
+68,785
221
$57.3M 0.08%
1,295,113
+477,621
222
$56.8M 0.08%
274,130
+34,205
223
$56.4M 0.08%
2,064,765
-134,900
224
$56.3M 0.08%
1,729,120
-152,092
225
$56.2M 0.08%
725,655
+535,186