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
2676
$206K ﹤0.01%
2,703
-436
2677
$205K ﹤0.01%
+837
2678
$205K ﹤0.01%
4,913
-1,635
2679
$204K ﹤0.01%
+6,068
2680
$203K ﹤0.01%
+7,883
2681
$203K ﹤0.01%
17,858
+4,324
2682
$202K ﹤0.01%
47,144
+78
2683
$202K ﹤0.01%
42,609
-18,023
2684
$201K ﹤0.01%
+9,901
2685
$199K ﹤0.01%
2,341
2686
$199K ﹤0.01%
23,056
+64
2687
$199K ﹤0.01%
6,910
+6,840
2688
$198K ﹤0.01%
18,574
-13,751
2689
$198K ﹤0.01%
+5,037
2690
$197K ﹤0.01%
+10,552
2691
$197K ﹤0.01%
+17,764
2692
$197K ﹤0.01%
20,720
+5,636
2693
$197K ﹤0.01%
5,495
-90
2694
$196K ﹤0.01%
101,469
+3,508
2695
$196K ﹤0.01%
10,027
-1,200
2696
$195K ﹤0.01%
+6,696
2697
$194K ﹤0.01%
68,591
+6,602
2698
$193K ﹤0.01%
22,071
+4,352
2699
$193K ﹤0.01%
15,638
+5,152
2700
$192K ﹤0.01%
+10,179