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
2951
$62K ﹤0.01%
2,124
+1,801
2952
$62K ﹤0.01%
4,407
+717
2953
$62K ﹤0.01%
740
-53,083
2954
$62K ﹤0.01%
1,360
2955
$62K ﹤0.01%
3,666
2956
$62K ﹤0.01%
+2,344
2957
$62K ﹤0.01%
918
+104
2958
$61K ﹤0.01%
15,058
+13,388
2959
$61K ﹤0.01%
+1,125
2960
$61K ﹤0.01%
3,962
+2,074
2961
$61K ﹤0.01%
5,343
+1,089
2962
$61K ﹤0.01%
4,295
+405
2963
$61K ﹤0.01%
4,689
+1,096
2964
$61K ﹤0.01%
3,025
+2,819
2965
$60K ﹤0.01%
6,109
-7,776
2966
$60K ﹤0.01%
3,444
+3,331
2967
$60K ﹤0.01%
1,910
+615
2968
$60K ﹤0.01%
4,085
+1,012
2969
$60K ﹤0.01%
4,000
-4,000
2970
$60K ﹤0.01%
1,168
+331
2971
$60K ﹤0.01%
3,268
+2,871
2972
$60K ﹤0.01%
24,362
+10,806
2973
$60K ﹤0.01%
4,364
-315
2974
$60K ﹤0.01%
3,814
+1,498
2975
$60K ﹤0.01%
17,830
+16,739