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
2401
$102K ﹤0.01%
10,523
+11
2402
$101K ﹤0.01%
2,848
-311
2403
$101K ﹤0.01%
1,960
+200
2404
$101K ﹤0.01%
+935
2405
$101K ﹤0.01%
7,440
2406
0
2407
$100K ﹤0.01%
3,113
-42,040
2408
$100K ﹤0.01%
1,617
+871
2409
$100K ﹤0.01%
9,927
2410
$100K ﹤0.01%
+12,000
2411
$100K ﹤0.01%
5,604
+524
2412
$100K ﹤0.01%
5,875
-5,029
2413
$100K ﹤0.01%
1,797
-20,984
2414
$99K ﹤0.01%
5,120
-770
2415
$99K ﹤0.01%
2,649
+1,149
2416
$99K ﹤0.01%
8,354
-1,962
2417
$99K ﹤0.01%
+6,567
2418
$99K ﹤0.01%
4,145
-6,447
2419
$98K ﹤0.01%
3,123
-512
2420
$98K ﹤0.01%
3,955
-100
2421
$98K ﹤0.01%
5,820
-225
2422
$98K ﹤0.01%
11,374
-1,304,303
2423
$97K ﹤0.01%
386
2424
$97K ﹤0.01%
4,272
+832
2425
$97K ﹤0.01%
5,030
+2,632