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
$331B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,959
New
Increased
Reduced
Closed

Top Buys

1 +$4.1B
2 +$1.59B
3 +$933M
4
AAPL icon
Apple
AAPL
+$495M
5
SNOW icon
Snowflake
SNOW
+$378M

Top Sells

1 +$1.83B
2 +$1.61B
3 +$1.32B
4
TD icon
Toronto Dominion Bank
TD
+$1.14B
5
INDV icon
Indivior
INDV
+$701M

Sector Composition

1 Communication Services 24.26%
2 Consumer Discretionary 20.36%
3 Technology 15.82%
4 Financials 14.17%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
-258
3677
-42,236
3678
-27,000
3679
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3680
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3681
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3682
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3683
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3684
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3685
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3686
-1,512
3687
-12,500
3688
-14,685
3689
-21,406
3690
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3691
-3,540
3692
-404
3693
-2,507
3694
-48,675
3695
-45,354
3696
-3,200
3697
-40,687
3698
-115,125
3699
-49,593
3700
-5,707