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
1276
$3.03M ﹤0.01%
126,234
+72,296
1277
$3.03M ﹤0.01%
128,517
+69,199
1278
$3.03M ﹤0.01%
+120,140
1279
$3.02M ﹤0.01%
22,170
+20,910
1280
$3.02M ﹤0.01%
+102,833
1281
$3.02M ﹤0.01%
33,304
+1,968
1282
$3.01M ﹤0.01%
117,662
-15,963
1283
$3M ﹤0.01%
83,826
+51,426
1284
$2.99M ﹤0.01%
61,561
-21,786
1285
$2.99M ﹤0.01%
348,070
+36,603
1286
$2.98M ﹤0.01%
2,722,864
-247,532
1287
$2.98M ﹤0.01%
34,475
-2,037
1288
$2.97M ﹤0.01%
18,166
-8,889
1289
$2.97M ﹤0.01%
29,897
-55,155
1290
$2.97M ﹤0.01%
13,213
+173
1291
$2.93M ﹤0.01%
49,759
-6,516
1292
$2.92M ﹤0.01%
29,215
+9,757
1293
$2.92M ﹤0.01%
68,492
+1,661
1294
$2.91M ﹤0.01%
48,477
+2,855
1295
$2.91M ﹤0.01%
78,281
+30,748
1296
$2.91M ﹤0.01%
58,833
+1,154
1297
$2.9M ﹤0.01%
+70,974
1298
$2.89M ﹤0.01%
30,125
+4,708
1299
$2.89M ﹤0.01%
300,888
+2,117
1300
$2.88M ﹤0.01%
9,203
+256