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
$108B
AUM Growth
+$5.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$665M
2 +$260M
3 +$240M
4
DD icon
DuPont de Nemours
DD
+$238M
5
GM icon
General Motors
GM
+$196M

Top Sells

1 +$286M
2 +$282M
3 +$236M
4
RAI
Reynolds American Inc
RAI
+$229M
5
APD icon
Air Products & Chemicals
APD
+$211M

Sector Composition

1 Financials 27.03%
2 Energy 10.82%
3 Technology 8.75%
4 Industrials 8.61%
5 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$99M 0.09%
1,036,289
+222,856
202
$98.5M 0.09%
2,422,455
-7,043,839
203
$98.1M 0.09%
1,721,500
+85,058
204
$97.8M 0.09%
1,321,413
+313,888
205
$97.4M 0.09%
1,607,323
+1,130,930
206
$95.7M 0.09%
2,670,344
+1,662,840
207
$95.5M 0.09%
3,688,200
+149,496
208
$94.9M 0.09%
641,311
-106,575
209
$94.7M 0.09%
399,461
+6,997
210
$94.5M 0.09%
1,126,451
-75,923
211
$94.3M 0.09%
1,270,683
+5,474
212
$94M 0.09%
991,488
+6,178
213
$94M 0.09%
1,022,142
-65,619
214
$92.7M 0.08%
2,595,248
+208,869
215
$92.4M 0.08%
1,879,811
+144,835
216
$90.8M 0.08%
1,159,787
+432,997
217
$90.2M 0.08%
613,632
+576,531
218
$89.1M 0.08%
1,509,963
+161,201
219
$89.1M 0.08%
2,373,278
+165,763
220
$89M 0.08%
476,897
+168,707
221
$88.5M 0.08%
635,990
+281,567
222
$87.7M 0.08%
380,012
+7,640
223
$87.4M 0.08%
438,167
+339,474
224
$87.2M 0.08%
2,379,472
-6,960
225
$87.1M 0.08%
6,076,751
-253,919