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
3701
-23,381
3702
-25,502
3703
-1,270
3704
-42,984
3705
-61,388
3706
-2,916
3707
-187,547
3708
-37,982
3709
-903,378
3710
-17,786
3711
-3
3712
-1,592
3713
-11,573
3714
-28,500
3715
-59,481
3716
-302,690
3717
-38,353
3718
-208,748
3719
-200
3720
-106,719
3721
-232,752
3722
-10,000
3723
-10,758
3724
-12,707
3725
-64,423