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
$143B
AUM Growth
+$7.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,863
New
Increased
Reduced
Closed

Top Buys

1 +$750M
2 +$340M
3 +$325M
4
NVDA icon
NVIDIA
NVDA
+$246M
5
RY icon
Royal Bank of Canada
RY
+$232M

Top Sells

1 +$709M
2 +$512M
3 +$413M
4
MSFT icon
Microsoft
MSFT
+$306M
5
CNQ icon
Canadian Natural Resources
CNQ
+$277M

Sector Composition

1 Financials 26.37%
2 Technology 16.73%
3 Communication Services 9.45%
4 Industrials 9.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$199K ﹤0.01%
4,973
+3,552
2752
$199K ﹤0.01%
6,401
-515
2753
$198K ﹤0.01%
4,307
-3,525
2754
$197K ﹤0.01%
11,387
-159
2755
$197K ﹤0.01%
7,000
+997
2756
$196K ﹤0.01%
10,442
-1,527
2757
$194K ﹤0.01%
27,571
-19,304
2758
$194K ﹤0.01%
7,905
+636
2759
$194K ﹤0.01%
51
+1
2760
$193K ﹤0.01%
+160
2761
$193K ﹤0.01%
3,132
-4,595
2762
$192K ﹤0.01%
10,619
-501
2763
$192K ﹤0.01%
+6,738
2764
$191K ﹤0.01%
4,151
-5,547
2765
$191K ﹤0.01%
5,702
-157
2766
$190K ﹤0.01%
3,328
-3,231
2767
$190K ﹤0.01%
905
-3,281
2768
$189K ﹤0.01%
2,029
+587
2769
$189K ﹤0.01%
11,795
-1,430
2770
$189K ﹤0.01%
5,715
+253
2771
$188K ﹤0.01%
4,538
-480
2772
$188K ﹤0.01%
3,426
-5,577
2773
$188K ﹤0.01%
11,891
-190
2774
$187K ﹤0.01%
7,307
+336
2775
$187K ﹤0.01%
6,545