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
SPXS icon
3126
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$357M
-5
STC icon
3127
Stewart Information Services
STC
$2.2B
-4,457
STEL icon
3128
Stellar Bancorp
STEL
$1.66B
-7,536
SUSC icon
3129
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
-2
SUSB icon
3130
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.05B
-22,121
CHAI
3131
Core AI Holdings Inc
CHAI
$51.6M
-6,250
TDW icon
3132
Tidewater
TDW
$2.76B
-6,871
TGI
3133
DELISTED
Triumph Group
TGI
-11,534
THRM icon
3134
Gentherm
THRM
$1.13B
-8,551
THTX
3135
DELISTED
Theratechnologies
THTX
-22,099
TIXT
3136
DELISTED
TELUS International
TIXT
-310,200
TPIC
3137
DELISTED
TPI Composites
TPIC
-126,894
TRMK icon
3138
Trustmark
TRMK
$2.44B
-9,069
TROX icon
3139
Tronox
TROX
$740M
-32,297
TRUP icon
3140
Trupanion
TRUP
$1.57B
-7,280
TWO
3141
Two Harbors Investment
TWO
$1.03B
-18,221
UFPT icon
3142
UFP Technologies
UFPT
$1.69B
-1,226
UNF icon
3143
Unifirst Corp
UNF
$3.24B
-2,479
USDU icon
3144
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$242M
-500
USEG icon
3145
US Energy Corp
USEG
$35M
-10,000
USPH icon
3146
US Physical Therapy
USPH
$1.23B
-2,630
VBTX
3147
DELISTED
Veritex Holdings
VBTX
-8,383
VCEL icon
3148
Vericel Corp
VCEL
$1.85B
-8,027
VERV
3149
DELISTED
Verve Therapeutics
VERV
-15,456
VFMF icon
3150
Vanguard US Multifactor ETF
VFMF
$447M
-45