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
$317B
AUM Growth
+$9.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,966
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.16B
3 +$644M
4
AMZN icon
Amazon
AMZN
+$607M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$409M

Top Sells

1 +$1.11B
2 +$772M
3 +$550M
4
NVDA icon
NVIDIA
NVDA
+$434M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$413M

Sector Composition

1 Communication Services 24.78%
2 Consumer Discretionary 19.79%
3 Technology 15.21%
4 Financials 14.43%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
-2,497
3477
-645
3478
-5,761
3479
-21,072
3480
-11,539
3481
-1,014
3482
-76,786
3483
-30,700
3484
-19,234
3485
-14,041
3486
-1,796
3487
-1,290
3488
-162,704
3489
-29,900
3490
-62,500
3491
-337
3492
-24,951
3493
-2,376
3494
-9,968
3495
-1
3496
-14,200
3497
-1,123
3498
-12,186
3499
-3,651
3500
-7,778