Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $199B
1-Year Est. Return 24.21%
 

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
+24.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,294
New
Increased
Reduced
Closed

Top Buys

1 +$3.4B
2 +$3.09B
3 +$2.58B
4
BCE icon
BCE
BCE
+$1.17B
5
SU icon
Suncor Energy
SU
+$1.07B

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.52%
2 Energy 14.91%
3 Communication Services 7.12%
4 Industrials 7.1%
5 Technology 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.4B 6.03%
+58,325,074
2
$3.09B 5.48%
+76,956,814
3
$2.58B 4.57%
+51,795,660
4
$1.17B 2.07%
+28,495,852
5
$1.07B 1.89%
+36,227,301
6
$1.03B 1.83%
+29,652,279
7
$1.01B 1.8%
+23,479,475
8
$982M 1.74%
+20,199,050
9
$867M 1.54%
+20,599,786
10
$784M 1.39%
+4,887,961
11
$750M 1.33%
+19,680,855
12
$681M 1.21%
+42,511,962
13
$650M 1.15%
+16,593,358
14
$644M 1.14%
+22,595,865
15
$637M 1.13%
+7,048,691
16
$615M 1.09%
+48,653,712
17
$602M 1.07%
+14,587,935
18
$585M 1.04%
+10,081,588
19
$575M 1.02%
+42,055,600
20
$481M 0.85%
+32,951,420
21
$441M 0.78%
+17,845,155
22
$440M 0.78%
+12,746,412
23
$438M 0.78%
+30,921,520
24
$437M 0.77%
+11,263,287
25
$428M 0.76%
+3,617,124