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
401
$33.5M 0.03%
401,092
+76,854
402
$33.4M 0.03%
718,780
-11,618
403
$33.3M 0.03%
1,192,545
+123,705
404
$32.8M 0.03%
370,043
-16,300
405
$32.8M 0.03%
1,276,821
+270,647
406
$32.6M 0.03%
310,733
+175,682
407
$32.6M 0.03%
362,137
+18,473
408
$32.2M 0.03%
285,309
+200,179
409
$32.2M 0.03%
3,727,880
-349,984
410
$32.1M 0.03%
291,732
+153,636
411
$32M 0.03%
165,444
-217,257
412
$32M 0.03%
5,716,075
+653,483
413
$31.7M 0.03%
660,249
+25,327
414
$31.6M 0.03%
1,632,162
+54,363
415
$31.5M 0.03%
1,123,517
+211,216
416
$31.4M 0.03%
957,094
-499,082
417
$31.4M 0.03%
425,921
-85,283
418
$30.7M 0.03%
1,813,080
+1,385,844
419
$30.6M 0.03%
678,426
+624,072
420
$30.6M 0.03%
400,159
-30,604
421
$30.6M 0.03%
99,326
+25,068
422
$30.5M 0.03%
243,845
-40,489
423
$30.3M 0.03%
189,121
+39,448
424
$30M 0.03%
154,833
+21,047
425
$29.8M 0.03%
657,323
+619,247