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
$75.2B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,306
New
Increased
Reduced
Closed

Top Buys

1 +$988M
2 +$169M
3 +$142M
4
BN icon
Brookfield
BN
+$130M
5
SCTY
SolarCity Corporation
SCTY
+$122M

Top Sells

1 +$227M
2 +$189M
3 +$140M
4
CB
CHUBB CORPORATION
CB
+$132M
5
EQIX icon
Equinix
EQIX
+$130M

Sector Composition

1 Financials 27.67%
2 Energy 10.2%
3 Communication Services 9.24%
4 Technology 8.09%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$63M 0.07%
295
-3
202
$62.9M 0.07%
994,117
+264,123
203
$62.6M 0.07%
2,278,291
+1,538,454
204
$62.5M 0.07%
5,298,588
-296,946
205
$62.5M 0.07%
1,824,780
-193,622
206
$62.3M 0.07%
352,832
-344,293
207
$62.2M 0.07%
863,371
-97,440
208
$61.9M 0.07%
1,592,726
+614,377
209
$61.7M 0.07%
1,324,052
+97,704
210
$61.2M 0.07%
883,703
-1,500,037
211
$61.1M 0.07%
2,117,130
-11,605
212
$60.4M 0.06%
4,703,071
+163,169
213
$60.1M 0.06%
1,023,334
+17,774
214
$59.8M 0.06%
938,179
-96,830
215
$59.6M 0.06%
739,028
+22,907
216
$59.4M 0.06%
550,697
-519,067
217
$58.3M 0.06%
728,375
-1,522
218
$58.1M 0.06%
1,317,006
-1,054,661
219
$57.7M 0.06%
2,261,397
+720,927
220
$57.5M 0.06%
813,243
+731
221
$57.1M 0.06%
591,379
+139,274
222
$57.1M 0.06%
281,761
+114,930
223
$56.9M 0.06%
897,587
+109,031
224
$55.9M 0.06%
7,349,371
+232,919
225
$55.8M 0.06%
971,453
-769,310