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
$331B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,959
New
Increased
Reduced
Closed

Top Buys

1 +$4.1B
2 +$1.59B
3 +$933M
4
AAPL icon
Apple
AAPL
+$495M
5
SNOW icon
Snowflake
SNOW
+$378M

Top Sells

1 +$1.83B
2 +$1.61B
3 +$1.32B
4
TD icon
Toronto Dominion Bank
TD
+$1.14B
5
INDV icon
Indivior
INDV
+$701M

Sector Composition

1 Communication Services 24.26%
2 Consumer Discretionary 20.36%
3 Technology 15.82%
4 Financials 14.17%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$167K ﹤0.01%
11,865
+548
2702
$166K ﹤0.01%
13,136
+1
2703
$165K ﹤0.01%
10,858
-86
2704
$165K ﹤0.01%
29,450
2705
$165K ﹤0.01%
4,085
+272
2706
$163K ﹤0.01%
3,434
-4,149
2707
$163K ﹤0.01%
4,968
-79
2708
$163K ﹤0.01%
6,634
-100
2709
$163K ﹤0.01%
+6,300
2710
$163K ﹤0.01%
+3,300
2711
$163K ﹤0.01%
+8,200
2712
$162K ﹤0.01%
13,512
-6,924
2713
$162K ﹤0.01%
17,212
2714
$161K ﹤0.01%
15,466
2715
$161K ﹤0.01%
24,033
-12,449
2716
$161K ﹤0.01%
16,151
+740
2717
$160K ﹤0.01%
23,107
+4,286
2718
$160K ﹤0.01%
39,484
+26,284
2719
$159K ﹤0.01%
2,374
-2,333
2720
$159K ﹤0.01%
6,128
+1,616
2721
$159K ﹤0.01%
+15,573
2722
$159K ﹤0.01%
12,758
-6,765
2723
$158K ﹤0.01%
11,048
-1,014
2724
$158K ﹤0.01%
26,580
+8,579
2725
$158K ﹤0.01%
7,192
-3,558