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
$274B
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,887
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$698M
3 +$608M
4
TD icon
Toronto Dominion Bank
TD
+$597M
5
AVGO icon
Broadcom
AVGO
+$524M

Top Sells

1 +$5B
2 +$1.41B
3 +$317M
4
NVDA icon
NVIDIA
NVDA
+$236M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$216M

Sector Composition

1 Communication Services 25.06%
2 Consumer Discretionary 18.3%
3 Financials 15.37%
4 Technology 13.41%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
-36,500
3527
-896,965
3528
-21,785
3529
-2,016
3530
-94,854
3531
-8,003
3532
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3533
-1,150
3534
-3,584
3535
-2,426
3536
-32,121
3537
-5,509
3538
-57,731
3539
-10,581
3540
-900
3541
-5,666
3542
-61,542
3543
-55,579
3544
-7,540
3545
-36,279
3546
-313,303
3547
-37,074
3548
-207,400
3549
-79,754
3550
-14,678