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
1676
$1.17M ﹤0.01%
94,639
+52,568
1677
$1.16M ﹤0.01%
23,434
-1,361
1678
$1.16M ﹤0.01%
83,784
+21,202
1679
$1.15M ﹤0.01%
7,406
+236
1680
$1.15M ﹤0.01%
241,358
-73,854
1681
$1.15M ﹤0.01%
548,408
+2,775
1682
$1.14M ﹤0.01%
57,700
+52,777
1683
$1.14M ﹤0.01%
50,523
-2,009
1684
$1.14M ﹤0.01%
124,342
+83,266
1685
$1.14M ﹤0.01%
4,560
+551
1686
$1.13M ﹤0.01%
69,881
-325,254
1687
$1.12M ﹤0.01%
34,275
+29,972
1688
$1.11M ﹤0.01%
53,839
-1,134
1689
$1.11M ﹤0.01%
29,512
+2,014
1690
$1.11M ﹤0.01%
7,302
-7,656
1691
$1.1M ﹤0.01%
12,067
-996
1692
$1.1M ﹤0.01%
108,284
+36,538
1693
$1.1M ﹤0.01%
66,768
-1,927
1694
$1.1M ﹤0.01%
104,778
-17,036
1695
$1.1M ﹤0.01%
36,810
-24,802
1696
$1.1M ﹤0.01%
32,230
+2,428
1697
$1.1M ﹤0.01%
92,782
+23,794
1698
$1.1M ﹤0.01%
30,655
+19,516
1699
$1.09M ﹤0.01%
43,804
-1,573
1700
$1.09M ﹤0.01%
18,005
-292