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
$143B
AUM Growth
+$7.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,863
New
Increased
Reduced
Closed

Top Buys

1 +$750M
2 +$340M
3 +$325M
4
NVDA icon
NVIDIA
NVDA
+$246M
5
RY icon
Royal Bank of Canada
RY
+$232M

Top Sells

1 +$709M
2 +$512M
3 +$413M
4
MSFT icon
Microsoft
MSFT
+$306M
5
CNQ icon
Canadian Natural Resources
CNQ
+$277M

Sector Composition

1 Financials 26.37%
2 Technology 16.73%
3 Communication Services 9.45%
4 Industrials 9.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$16K ﹤0.01%
85
-380
3752
$16K ﹤0.01%
2,572
-2,535
3753
$16K ﹤0.01%
1,346
-4,669
3754
$16K ﹤0.01%
187
-806
3755
$16K ﹤0.01%
2,644
-9,712
3756
$16K ﹤0.01%
+50,000
3757
$16K ﹤0.01%
1,699
-7,756
3758
$16K ﹤0.01%
651
-2,131
3759
$16K ﹤0.01%
662
-2,011
3760
$16K ﹤0.01%
508
-1,416
3761
$16K ﹤0.01%
245
-622
3762
$16K ﹤0.01%
239
-1,057
3763
$16K ﹤0.01%
+390
3764
$16K ﹤0.01%
1,379
-2,809
3765
$16K ﹤0.01%
1,000
3766
$16K ﹤0.01%
214
-955
3767
$16K ﹤0.01%
521
-78
3768
$16K ﹤0.01%
837
-2,589
3769
$15K ﹤0.01%
324
-1,493
3770
$15K ﹤0.01%
495
-1,265
3771
$15K ﹤0.01%
1,562
-3,347
3772
$15K ﹤0.01%
3
+2
3773
$15K ﹤0.01%
602
+37
3774
$15K ﹤0.01%
2,235
-10,387
3775
$15K ﹤0.01%
4,640
-6,537