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
576
$22.4M 0.01%
218,128
+52,705
577
$22.3M 0.01%
1,925,863
+685,339
578
$22.2M 0.01%
1,041,130
+41,305
579
$22.2M 0.01%
302,695
-135,031
580
$22.2M 0.01%
14,482
-3,605
581
$21.8M 0.01%
356,959
-65,473
582
$21.7M 0.01%
222,350
-41,863
583
$21.7M 0.01%
544,900
-463,898
584
$21.7M 0.01%
1,184,044
+360,467
585
$21.7M 0.01%
532,089
+12,106
586
$21.6M 0.01%
172,479
+89,380
587
$21.6M 0.01%
858,279
+108,478
588
$21.5M 0.01%
387,601
+13,284
589
$21.5M 0.01%
195,154
+1,791
590
$21.5M 0.01%
687,220
-54,995
591
$21.4M 0.01%
228,792
-5,167
592
$21.4M 0.01%
16,238
-21,722
593
$21.4M 0.01%
+512,230
594
$21.4M 0.01%
182,986
+45,586
595
$21.4M 0.01%
134,995
-630
596
$21.4M 0.01%
1,227,428
+1,103,984
597
$21.3M 0.01%
1,167,908
-3,302,277
598
$21.1M 0.01%
163,463
-13,416
599
$21.1M 0.01%
2,055,084
+30,448
600
$21.1M 0.01%
139,530
-10,225