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
$72.3B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,378
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$340M
3 +$205M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$158M
5
INTC icon
Intel
INTC
+$145M

Top Sells

1 +$257M
2 +$222M
3 +$215M
4
BNS icon
Scotiabank
BNS
+$194M
5
MFC icon
Manulife Financial
MFC
+$182M

Sector Composition

1 Financials 27.93%
2 Energy 9.26%
3 Communication Services 9.16%
4 Healthcare 8.8%
5 Technology 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$18.1M 0.02%
795,988
-264,064
502
$18.1M 0.02%
819,399
+11,156
503
$18M 0.02%
181,191
+73,900
504
$18M 0.02%
608,302
+108,062
505
$18M 0.02%
237,094
+203,022
506
$18M 0.02%
647,105
-72,100
507
$18M 0.02%
501,111
+6,634
508
$18M 0.02%
79,921
+11,894
509
$17.9M 0.02%
966,628
+6,557
510
$17.9M 0.02%
340,983
+16,196
511
$17.9M 0.02%
1,496,119
+76,435
512
$17.8M 0.02%
459,860
-235,190
513
$17.6M 0.02%
272,879
+19,860
514
$17.6M 0.02%
92,873
+14,109
515
$17.4M 0.02%
878,664
+48,436
516
$17.4M 0.02%
323,925
+53,363
517
$17.4M 0.02%
346,904
+58,160
518
$17.3M 0.02%
217,676
+19,015
519
$17.2M 0.02%
1,794,550
+1,010,100
520
$17.1M 0.02%
334,114
-19,317
521
$17.1M 0.02%
556,494
-20,576
522
$17.1M 0.02%
239,057
+81,476
523
$17.1M 0.02%
136,965
-13,976
524
$17.1M 0.02%
404,157
+347,403
525
$17.1M 0.02%
953,992
+290,507