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
1201
$3.27M ﹤0.01%
24,703
+200
1202
$3.26M ﹤0.01%
85,046
-6,050
1203
$3.26M ﹤0.01%
85,707
+5,062
1204
$3.24M ﹤0.01%
68,863
+925
1205
$3.24M ﹤0.01%
208,504
-3,327
1206
$3.23M ﹤0.01%
104,224
+4,453
1207
$3.22M ﹤0.01%
63,853
+13,834
1208
$3.22M ﹤0.01%
29,876
-68,873
1209
$3.22M ﹤0.01%
224,000
1210
$3.21M ﹤0.01%
201,084
+18,064
1211
$3.19M ﹤0.01%
312,499
-255,101
1212
$3.17M ﹤0.01%
310,190
-40,727
1213
$3.17M ﹤0.01%
1,799,415
+754,680
1214
$3.16M ﹤0.01%
88,591
+25,254
1215
$3.16M ﹤0.01%
137,145
+56,017
1216
$3.15M ﹤0.01%
127,980
-529,106
1217
$3.14M ﹤0.01%
117,124
-412,553
1218
$3.14M ﹤0.01%
183,000
1219
$3.13M ﹤0.01%
97,761
+8,333
1220
$3.13M ﹤0.01%
77,969
+5,043
1221
$3.13M ﹤0.01%
59,733
+56,136
1222
$3.13M ﹤0.01%
37,130
-263
1223
$3.1M ﹤0.01%
618,512
-100,375
1224
$3.09M ﹤0.01%
216,800
+83,572
1225
$3.08M ﹤0.01%
28,295
+1,587