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
1026
$4.09M ﹤0.01%
41,391
-2,087
1027
$4.07M ﹤0.01%
28,989
+75
1028
$4.07M ﹤0.01%
269,591
-275,608
1029
$4.05M ﹤0.01%
106,790
+65,263
1030
$4.04M ﹤0.01%
9,501
+3,161
1031
$4.02M ﹤0.01%
61,089
+48,843
1032
$4.01M ﹤0.01%
123,023
+5,832
1033
$4M ﹤0.01%
120,278
-17,421
1034
$3.99M ﹤0.01%
193,071
-19,333
1035
$3.98M ﹤0.01%
223,513
+19,653
1036
$3.97M ﹤0.01%
829,056
+28,838
1037
$3.95M ﹤0.01%
313,986
+236,768
1038
$3.92M ﹤0.01%
423,625
-55,920
1039
$3.92M ﹤0.01%
54,105
+42,744
1040
$3.91M ﹤0.01%
4,826,449
+2,868,353
1041
$3.87M ﹤0.01%
49,084
-43,072
1042
$3.85M ﹤0.01%
12,919
+6,140
1043
$3.83M ﹤0.01%
101,320
+78,637
1044
$3.83M ﹤0.01%
87,904
+78,487
1045
$3.83M ﹤0.01%
141,725
+90,016
1046
$3.81M ﹤0.01%
47,117
+3,541
1047
$3.8M ﹤0.01%
158,025
+118,983
1048
$3.77M ﹤0.01%
72,724
+8,413
1049
$3.76M ﹤0.01%
189,236
-6,769
1050
$3.74M ﹤0.01%
344,275
+235,860