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
2701
$105K ﹤0.01%
4,456
+3,587
2702
$105K ﹤0.01%
1,999
+1,527
2703
$104K ﹤0.01%
2,060
+180
2704
$104K ﹤0.01%
2,616
+715
2705
$104K ﹤0.01%
5,559
+3,092
2706
$104K ﹤0.01%
7,363
-500
2707
$104K ﹤0.01%
9,910
+9,435
2708
$104K ﹤0.01%
2,543
-19,778
2709
$104K ﹤0.01%
5,157
+3,513
2710
$103K ﹤0.01%
7,707
+4,332
2711
$103K ﹤0.01%
3,713
+1,869
2712
$102K ﹤0.01%
7,530
-590
2713
$101K ﹤0.01%
6,132
+5,628
2714
$101K ﹤0.01%
1,228
+441
2715
$101K ﹤0.01%
1,814
+1,086
2716
$101K ﹤0.01%
4,755
+1,020
2717
$101K ﹤0.01%
6,679
+5,351
2718
$100K ﹤0.01%
2,985
+2,650
2719
$100K ﹤0.01%
2,477
+2,370
2720
$99K ﹤0.01%
2,351
+1,841
2721
$99K ﹤0.01%
1,653
-9,481
2722
$99K ﹤0.01%
2,922
+2,097
2723
$99K ﹤0.01%
49
+48
2724
$99K ﹤0.01%
7,737
+4,957
2725
$98K ﹤0.01%
10,449
+8,086