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
601
$13.6M 0.02%
275,300
-186,592
602
$13.6M 0.02%
700,134
-641,802
603
$13.5M 0.02%
402,931
+22,994
604
$13.4M 0.02%
423,669
+346,279
605
$13.4M 0.02%
223,744
+19,162
606
$13.3M 0.02%
312,652
-183,772
607
$13.3M 0.02%
1,352,266
+77,907
608
$13.1M 0.02%
270,294
-8,365
609
$13.1M 0.02%
693,994
+691,840
610
$13.1M 0.02%
223,662
+44,604
611
$13M 0.02%
+221,852
612
$13M 0.02%
1,263,540
-61,953
613
$12.9M 0.02%
485,193
+455,211
614
$12.9M 0.02%
819,043
+735,164
615
$12.7M 0.02%
162,082
+15,424
616
$12.7M 0.02%
209,371
+36,450
617
$12.7M 0.02%
185,370
-5,875
618
$12.6M 0.02%
383,688
-423,124
619
$12.6M 0.02%
1,111,027
+127,703
620
$12.5M 0.02%
314,254
+249,618
621
$12.4M 0.01%
2,161,903
+185,603
622
$12.3M 0.01%
675,375
+55,438
623
$12.3M 0.01%
130,863
-285,402
624
$12.3M 0.01%
504,762
+492,595
625
$12.3M 0.01%
297,222
-26,812