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
2551
$254K ﹤0.01%
25,000
2552
$253K ﹤0.01%
20,274
+3,782
2553
$253K ﹤0.01%
+5,937
2554
$251K ﹤0.01%
13,520
-687,639
2555
$250K ﹤0.01%
+6,815
2556
$250K ﹤0.01%
27,649
-9,130
2557
$249K ﹤0.01%
6,910
+1,669
2558
$249K ﹤0.01%
8,220
+1,974
2559
$249K ﹤0.01%
+9,147
2560
$248K ﹤0.01%
22,000
2561
$248K ﹤0.01%
12,340
+2,186
2562
$248K ﹤0.01%
91,811
+8,178
2563
$246K ﹤0.01%
16,859
+7,386
2564
$246K ﹤0.01%
+13,880
2565
$246K ﹤0.01%
+12,490
2566
$245K ﹤0.01%
4,545
-40
2567
$245K ﹤0.01%
20,899
-1,389
2568
$244K ﹤0.01%
23,538
-1,559
2569
$244K ﹤0.01%
1,064
+1,049
2570
$243K ﹤0.01%
+175,362
2571
$243K ﹤0.01%
+2,939
2572
$243K ﹤0.01%
5,700
+3,213
2573
$242K ﹤0.01%
+37,748
2574
$241K ﹤0.01%
27,700
-25
2575
$241K ﹤0.01%
+11,035