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
$243B
AUM Growth
+$43.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$740M
3 +$621M
4
BABA icon
Alibaba
BABA
+$558M
5
GLD icon
SPDR Gold Trust
GLD
+$556M

Top Sells

1 +$771M
2 +$546M
3 +$506M
4
CNQ icon
Canadian Natural Resources
CNQ
+$397M
5
AMD icon
Advanced Micro Devices
AMD
+$381M

Sector Composition

1 Financials 23.02%
2 Technology 22.98%
3 Communication Services 8.19%
4 Consumer Discretionary 6.43%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RACE icon
276
Ferrari
RACE
$65.4B
$114M 0.04%
236,640
+15,729
IWB icon
277
iShares Russell 1000 ETF
IWB
$46B
$112M 0.04%
307,577
+24,964
MET icon
278
MetLife
MET
$54.4B
$112M 0.04%
1,354,202
+341,262
EQIX icon
279
Equinix
EQIX
$74.8B
$111M 0.04%
142,333
+42,618
BMY icon
280
Bristol-Myers Squibb
BMY
$111B
$111M 0.04%
2,453,361
+124,506
AMT icon
281
American Tower
AMT
$84.4B
$111M 0.04%
575,222
+10,820
URI icon
282
United Rentals
URI
$51.6B
$109M 0.04%
114,507
+7,278
ON icon
283
ON Semiconductor
ON
$22.2B
$109M 0.04%
2,204,085
+148,626
CDNS icon
284
Cadence Design Systems
CDNS
$86.7B
$108M 0.04%
306,903
+9,924
SYY icon
285
Sysco
SYY
$36.1B
$108M 0.04%
1,305,934
+43,404
AMP icon
286
Ameriprise Financial
AMP
$45.7B
$107M 0.04%
217,593
+8,988
XLE icon
287
State Street Energy Select Sector SPDR ETF
XLE
$27.4B
$107M 0.04%
1,193,088
-18,981
DVY icon
288
iShares Select Dividend ETF
DVY
$21.3B
$106M 0.04%
745,590
-7,413
ALL icon
289
Allstate
ALL
$55.5B
$106M 0.04%
493,111
+66,097
HIMS icon
290
Hims & Hers Health
HIMS
$8.25B
$105M 0.04%
1,843,289
+300,894
SNPS icon
291
Synopsys
SNPS
$86.6B
$103M 0.04%
208,011
+24,443
PPL icon
292
PPL Corp
PPL
$25.3B
$103M 0.04%
2,761,294
+136,926
DAL icon
293
Delta Air Lines
DAL
$46.5B
$102M 0.04%
1,804,640
+278,544
MPC icon
294
Marathon Petroleum
MPC
$55.8B
$102M 0.04%
530,273
+77,984
NTES icon
295
NetEase
NTES
$87.5B
$101M 0.04%
662,557
+624,399
ACWI icon
296
iShares MSCI ACWI ETF
ACWI
$24.4B
$101M 0.04%
727,030
+332,723
MMM icon
297
3M
MMM
$88B
$99.8M 0.04%
642,877
-29,932
CIGI icon
298
Colliers International
CIGI
$7.39B
$99.6M 0.04%
637,199
-48,931
BK icon
299
Bank of New York Mellon
BK
$81.6B
$98.5M 0.04%
904,450
+196,895
FFIV icon
300
F5
FFIV
$15.3B
$97.9M 0.04%
302,909
+5,612