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
$103B
AUM Growth
+$21.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,510
New
Increased
Reduced
Closed

Top Buys

1 +$535M
2 +$480M
3 +$396M
4
TD icon
Toronto Dominion Bank
TD
+$279M
5
TRP icon
TC Energy
TRP
+$224M

Top Sells

1 +$478M
2 +$213M
3 +$212M
4
INVH icon
Invitation Homes
INVH
+$123M
5
CNQ icon
Canadian Natural Resources
CNQ
+$119M

Sector Composition

1 Financials 24.51%
2 Technology 15.11%
3 Healthcare 8.51%
4 Communication Services 8.44%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$134K ﹤0.01%
7,329
+6,247
2577
$134K ﹤0.01%
5,950
+4,000
2578
$134K ﹤0.01%
2,377
-24,373
2579
$134K ﹤0.01%
40,200
+16,200
2580
$134K ﹤0.01%
6,442
+473
2581
$134K ﹤0.01%
834
2582
$134K ﹤0.01%
2,351
+1,294
2583
$134K ﹤0.01%
+2,227
2584
$132K ﹤0.01%
19,781
+19,281
2585
$131K ﹤0.01%
+1,947
2586
$131K ﹤0.01%
8,064
+3,070
2587
$130K ﹤0.01%
4,660
+3,137
2588
$130K ﹤0.01%
5,766
-5,070
2589
$130K ﹤0.01%
9,841
+4,181
2590
$130K ﹤0.01%
8,313
+7,361
2591
$130K ﹤0.01%
15,249
-424
2592
$130K ﹤0.01%
7,349
+4,827
2593
$130K ﹤0.01%
+3,356
2594
$130K ﹤0.01%
14,800
-2
2595
$129K ﹤0.01%
9,854
+6,804
2596
$129K ﹤0.01%
+15,506
2597
$129K ﹤0.01%
20,294
-1,225
2598
$129K ﹤0.01%
+1,903
2599
$129K ﹤0.01%
4,516
+81
2600
$129K ﹤0.01%
6,225
+3,417