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
$97.2B
AUM Growth
-$20.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,566
New
Increased
Reduced
Closed

Top Sells

1 +$998M
2 +$269M
3 +$260M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$222M
5
CI icon
Cigna
CI
+$217M

Sector Composition

1 Financials 25.78%
2 Technology 10.28%
3 Communication Services 9.74%
4 Energy 8.89%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$156K ﹤0.01%
9,942
+90
2427
$156K ﹤0.01%
6,444
-83
2428
$156K ﹤0.01%
7,055
-235
2429
$155K ﹤0.01%
12,910
+750
2430
$155K ﹤0.01%
25,305
-75,190
2431
$155K ﹤0.01%
1,852
+373
2432
$155K ﹤0.01%
15,211
+284
2433
$155K ﹤0.01%
14,282
-12,204
2434
$154K ﹤0.01%
4,269
+824
2435
$154K ﹤0.01%
4,015
-784
2436
$154K ﹤0.01%
13,606
+288
2437
$154K ﹤0.01%
2,774
-39,004
2438
$153K ﹤0.01%
2,827
-348
2439
$153K ﹤0.01%
20,789
+643
2440
$153K ﹤0.01%
17,211
-7,173
2441
$153K ﹤0.01%
2,336
+210
2442
$153K ﹤0.01%
33,202
+7,729
2443
$152K ﹤0.01%
4,062
+2,316
2444
$152K ﹤0.01%
17,180
+333
2445
$152K ﹤0.01%
10,359
+9,233
2446
$151K ﹤0.01%
7,391
-60
2447
$151K ﹤0.01%
20,770
+1,920
2448
$151K ﹤0.01%
1,926
+231
2449
$150K ﹤0.01%
2,037
+127
2450
$150K ﹤0.01%
4,737
-560