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
$237B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1 +$4.8B
2 +$2.26B
3 +$1.47B
4
BN icon
Brookfield
BN
+$1.18B
5
TD icon
Toronto Dominion Bank
TD
+$717M

Top Sells

1 +$567M
2 +$419M
3 +$344M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$228M
5
SJR
Shaw Communications Inc.
SJR
+$216M

Sector Composition

1 Communication Services 22.53%
2 Financials 19.07%
3 Consumer Discretionary 16.69%
4 Technology 11.85%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$334K ﹤0.01%
100,705
+874
2402
$334K ﹤0.01%
8,738
+1,324
2403
$333K ﹤0.01%
12,051
+1,274
2404
$333K ﹤0.01%
6,205
+3,837
2405
$328K ﹤0.01%
3,679
+1,402
2406
$327K ﹤0.01%
4,275
-949
2407
$327K ﹤0.01%
+11,498
2408
$326K ﹤0.01%
+9,750
2409
$326K ﹤0.01%
4,873
+4,623
2410
$325K ﹤0.01%
3,125
+869
2411
$325K ﹤0.01%
8,851
+4,480
2412
$324K ﹤0.01%
2,135
+567
2413
$324K ﹤0.01%
6,831
2414
$323K ﹤0.01%
+9,811
2415
$322K ﹤0.01%
8,947
+1,433
2416
$322K ﹤0.01%
14,737
-167,130
2417
$322K ﹤0.01%
20,950
-1,430,277
2418
$321K ﹤0.01%
5,049
-21,900
2419
$321K ﹤0.01%
10,307
+1,360
2420
$321K ﹤0.01%
29,573
+6,829
2421
$320K ﹤0.01%
8,871
+1,624
2422
$320K ﹤0.01%
+11,744
2423
$320K ﹤0.01%
+15,213
2424
$319K ﹤0.01%
874
-118
2425
$319K ﹤0.01%
+19,079