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
$72.3B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,378
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$340M
3 +$205M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$158M
5
INTC icon
Intel
INTC
+$145M

Top Sells

1 +$257M
2 +$222M
3 +$215M
4
BNS icon
Scotiabank
BNS
+$194M
5
MFC icon
Manulife Financial
MFC
+$182M

Sector Composition

1 Financials 27.93%
2 Energy 9.26%
3 Communication Services 9.16%
4 Healthcare 8.8%
5 Technology 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$442K ﹤0.01%
74,297
+12,120
1902
$442K ﹤0.01%
49,764
+3,214
1903
$438K ﹤0.01%
19,455
1904
$434K ﹤0.01%
16,438
-214,543
1905
$427K ﹤0.01%
25,376
-20,717
1906
0
1907
$419K ﹤0.01%
22,232
-2,814
1908
$419K ﹤0.01%
8,388
+485
1909
$419K ﹤0.01%
33,926
-372
1910
$418K ﹤0.01%
10,103
-15,159
1911
$417K ﹤0.01%
13,717
-53,510
1912
$416K ﹤0.01%
4,434
+249
1913
$414K ﹤0.01%
8,721
+2,803
1914
$414K ﹤0.01%
3,116
-903
1915
$413K ﹤0.01%
6,681
-6,436
1916
$412K ﹤0.01%
10,810
+20
1917
$412K ﹤0.01%
14,228
-2,369
1918
$410K ﹤0.01%
6,807
-506
1919
$409K ﹤0.01%
11,930
+1,102
1920
$409K ﹤0.01%
40,026
-50,074
1921
$408K ﹤0.01%
10,640
+1,080
1922
$408K ﹤0.01%
58,473
-46,157
1923
$408K ﹤0.01%
+88,564
1924
$406K ﹤0.01%
23,535
+16,708
1925
$406K ﹤0.01%
+16,423