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
$186B
AUM Growth
-$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,932
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$927M
3 +$843M
4
NVDA icon
NVIDIA
NVDA
+$841M
5
XYZ
Block Inc
XYZ
+$596M

Top Sells

1 +$3.45B
2 +$1.94B
3 +$793M
4
RY icon
Royal Bank of Canada
RY
+$773M
5
TD icon
Toronto Dominion Bank
TD
+$635M

Sector Composition

1 Financials 24.49%
2 Technology 18.2%
3 Communication Services 9.49%
4 Consumer Discretionary 8.26%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
-40
3627
-18,082
3628
-116,792
3629
-29,657
3630
-1,000,000
3631
-60,088
3632
-56,558
3633
-610,096
3634
-116,429
3635
-110,192
3636
-1,598
3637
-67
3638
-335
3639
-466,825
3640
-3,059
3641
-291,515
3642
-556
3643
-19,556
3644
-6,388
3645
-21,361
3646
$0 ﹤0.01%
5
3647
-7,507
3648
-138,071
3649
-500
3650
-6,507