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
$110B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,529
New
Increased
Reduced
Closed

Top Buys

1 +$452M
2 +$366M
3 +$348M
4
BNS icon
Scotiabank
BNS
+$292M
5
MFC icon
Manulife Financial
MFC
+$292M

Top Sells

1 +$494M
2 +$442M
3 +$408M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$408M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$288M

Sector Composition

1 Financials 28.82%
2 Technology 10.59%
3 Energy 9.92%
4 Industrials 8.88%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$3.7M ﹤0.01%
281,931
+1,207
1152
$3.67M ﹤0.01%
132,858
+43,975
1153
$3.67M ﹤0.01%
154,245
-22,896
1154
$3.64M ﹤0.01%
24,898
+7,501
1155
$3.63M ﹤0.01%
81,097
+2,008
1156
$3.62M ﹤0.01%
137,700
+32,721
1157
$3.6M ﹤0.01%
415,257
+52,811
1158
$3.6M ﹤0.01%
123,934
+10,839
1159
$3.6M ﹤0.01%
56,616
+13,727
1160
$3.59M ﹤0.01%
359,063
-101,045
1161
$3.57M ﹤0.01%
476,056
-11,263
1162
$3.56M ﹤0.01%
341,137
+242,655
1163
$3.56M ﹤0.01%
172,304
+90,521
1164
$3.55M ﹤0.01%
92,917
+5,481
1165
$3.55M ﹤0.01%
346,910
1166
$3.55M ﹤0.01%
47,201
-50,812
1167
$3.52M ﹤0.01%
64,474
+37,599
1168
$3.51M ﹤0.01%
279,161
-5,146
1169
$3.48M ﹤0.01%
152,853
-50,265
1170
$3.46M ﹤0.01%
135,334
-58,453
1171
$3.46M ﹤0.01%
102,742
+49,638
1172
$3.45M ﹤0.01%
23,630
+3,011
1173
$3.45M ﹤0.01%
61,651
-348,651
1174
$3.45M ﹤0.01%
69,098
-515,242
1175
$3.43M ﹤0.01%
90,078
+71,663