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
2251
$201K ﹤0.01%
9,604
+1,819
2252
$200K ﹤0.01%
6,443
+375
2253
$200K ﹤0.01%
17,559
+10,914
2254
$200K ﹤0.01%
+9,825
2255
$200K ﹤0.01%
+18,483
2256
$199K ﹤0.01%
4,875
+1,510
2257
$198K ﹤0.01%
26,272
-15,505
2258
$198K ﹤0.01%
4,295
+2,192
2259
$198K ﹤0.01%
18,459
+7,693
2260
$197K ﹤0.01%
11,502
+1,945
2261
$197K ﹤0.01%
3,061
-22,176
2262
$197K ﹤0.01%
16,674
+4,471
2263
$196K ﹤0.01%
14,067
+3,962
2264
$196K ﹤0.01%
2,207
+2,057
2265
$196K ﹤0.01%
5,707
+5,365
2266
$196K ﹤0.01%
12,988
+3,650
2267
$195K ﹤0.01%
1,033
+291
2268
$195K ﹤0.01%
6,581
+2,000
2269
$195K ﹤0.01%
21,080
+4,480
2270
$195K ﹤0.01%
9,661
+3,045
2271
$195K ﹤0.01%
4,450
-5,660
2272
$195K ﹤0.01%
6,006
+4,521
2273
$194K ﹤0.01%
4,164
+104
2274
$194K ﹤0.01%
3,490
+1,408
2275
$194K ﹤0.01%
7,005
-97