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
1651
$1.25M ﹤0.01%
34,189
+28,664
1652
$1.25M ﹤0.01%
6,710
+5,482
1653
$1.25M ﹤0.01%
55,269
+43,721
1654
$1.24M ﹤0.01%
35,222
+27,753
1655
$1.24M ﹤0.01%
30,222
+18,453
1656
$1.23M ﹤0.01%
34,106
-1,227
1657
$1.23M ﹤0.01%
24,037
+14,083
1658
$1.23M ﹤0.01%
15,234
-499,869
1659
$1.22M ﹤0.01%
1,134
+208
1660
$1.21M ﹤0.01%
24,656
-1,551
1661
$1.21M ﹤0.01%
21,384
+2,697
1662
$1.21M ﹤0.01%
2,889
+84
1663
$1.21M ﹤0.01%
102,492
+94,363
1664
$1.2M ﹤0.01%
49,790
-1,904,761
1665
$1.19M ﹤0.01%
25,404
+385
1666
$1.19M ﹤0.01%
7,225
+2,743
1667
$1.19M ﹤0.01%
112,383
+78,053
1668
$1.19M ﹤0.01%
116,546
-108,454
1669
$1.19M ﹤0.01%
18,214
+16,844
1670
$1.18M ﹤0.01%
7,279
+1,717
1671
$1.18M ﹤0.01%
19,733
+686
1672
$1.18M ﹤0.01%
66,947
-135
1673
$1.18M ﹤0.01%
55,151
+51,219
1674
$1.18M ﹤0.01%
17,698
+638
1675
$1.17M ﹤0.01%
18,213
-15,217