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
$237B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1 +$4.8B
2 +$2.26B
3 +$1.47B
4
BN icon
Brookfield
BN
+$1.18B
5
TD icon
Toronto Dominion Bank
TD
+$717M

Top Sells

1 +$567M
2 +$419M
3 +$344M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$228M
5
SJR
Shaw Communications Inc.
SJR
+$216M

Sector Composition

1 Communication Services 22.53%
2 Financials 19.07%
3 Consumer Discretionary 16.69%
4 Technology 11.85%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$265K ﹤0.01%
8,439
+1,638
2527
$265K ﹤0.01%
40,836
+12,076
2528
$265K ﹤0.01%
+10,689
2529
$264K ﹤0.01%
32,931
+6,137
2530
$263K ﹤0.01%
16,672
-9,110
2531
$263K ﹤0.01%
5,229
2532
$262K ﹤0.01%
25,000
2533
$261K ﹤0.01%
4,088
+291
2534
$260K ﹤0.01%
40,988
+16,500
2535
$260K ﹤0.01%
+112,315
2536
$260K ﹤0.01%
8,641
+1,970
2537
$259K ﹤0.01%
9,204
+1,795
2538
$259K ﹤0.01%
+6,175
2539
$259K ﹤0.01%
6,452
-2,541
2540
$258K ﹤0.01%
23,263
+7,229
2541
$258K ﹤0.01%
1,751
-20,313
2542
$258K ﹤0.01%
5,720
+377
2543
$258K ﹤0.01%
18,454
+1,306
2544
$257K ﹤0.01%
+10,598
2545
$256K ﹤0.01%
4,130
-117
2546
$256K ﹤0.01%
25,371
+3,773
2547
$255K ﹤0.01%
15,811
+735
2548
$255K ﹤0.01%
+10,442
2549
$254K ﹤0.01%
+3,257
2550
$254K ﹤0.01%
+4,389