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
2651
$212K ﹤0.01%
+3,780
2652
$212K ﹤0.01%
+1,984
2653
$212K ﹤0.01%
+1,110
2654
$211K ﹤0.01%
+10,063
2655
$211K ﹤0.01%
+164
2656
$211K ﹤0.01%
5,659
-627
2657
$211K ﹤0.01%
14,304
+3,847
2658
$210K ﹤0.01%
+6,910
2659
$210K ﹤0.01%
+3,593
2660
$210K ﹤0.01%
8,486
-100
2661
$210K ﹤0.01%
2,162
+474
2662
$209K ﹤0.01%
2,674
+34
2663
$208K ﹤0.01%
+11,673
2664
$208K ﹤0.01%
36,126
+34,963
2665
$208K ﹤0.01%
+7,560
2666
$207K ﹤0.01%
+9,652
2667
$207K ﹤0.01%
+8,760
2668
$206K ﹤0.01%
+19,944
2669
$206K ﹤0.01%
17,687
2670
$206K ﹤0.01%
11,246
-200
2671
$206K ﹤0.01%
+7,012
2672
$206K ﹤0.01%
6,791
+114
2673
$206K ﹤0.01%
+11,944
2674
$206K ﹤0.01%
56,714
+6,833
2675
$206K ﹤0.01%
23,765
+4,389