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
$103B
AUM Growth
+$21.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,510
New
Increased
Reduced
Closed

Top Buys

1 +$535M
2 +$480M
3 +$396M
4
TD icon
Toronto Dominion Bank
TD
+$279M
5
TRP icon
TC Energy
TRP
+$224M

Top Sells

1 +$478M
2 +$213M
3 +$212M
4
INVH icon
Invitation Homes
INVH
+$123M
5
CNQ icon
Canadian Natural Resources
CNQ
+$119M

Sector Composition

1 Financials 24.51%
2 Technology 15.11%
3 Healthcare 8.51%
4 Communication Services 8.44%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$270K ﹤0.01%
3,287
-357
2227
$269K ﹤0.01%
4,029
+2,579
2228
$268K ﹤0.01%
3,871
+103
2229
$268K ﹤0.01%
15,962
+14,108
2230
$268K ﹤0.01%
4,772
+2,861
2231
$267K ﹤0.01%
7,903
+2,505
2232
$267K ﹤0.01%
11,397
+9,387
2233
$266K ﹤0.01%
11,347
+10,290
2234
$265K ﹤0.01%
2,935
+1,248
2235
$264K ﹤0.01%
6,104
+4,786
2236
$264K ﹤0.01%
6,368
+430
2237
$263K ﹤0.01%
33,659
+11,559
2238
$262K ﹤0.01%
6,801
+4,121
2239
$261K ﹤0.01%
6,450
+5,872
2240
$261K ﹤0.01%
3,497
+2,821
2241
$260K ﹤0.01%
5,226
+4,838
2242
$260K ﹤0.01%
24,839
-59,360
2243
$259K ﹤0.01%
14,851
+3,245
2244
$259K ﹤0.01%
25,904
-500,116
2245
$259K ﹤0.01%
1,700
-8,114
2246
$259K ﹤0.01%
7,690
+3,158
2247
$258K ﹤0.01%
5,813
+2,302
2248
$258K ﹤0.01%
57
-5
2249
$257K ﹤0.01%
13,947
+10,599
2250
$257K ﹤0.01%
42,323
+21,322