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
4101
$7K ﹤0.01%
746
-3,242
4102
$7K ﹤0.01%
449
-2,196
4103
$7K ﹤0.01%
214
-1,263
4104
$7K ﹤0.01%
769
4105
$7K ﹤0.01%
316
-1,340
4106
$7K ﹤0.01%
183
-769
4107
$7K ﹤0.01%
1,403
-2,007
4108
$7K ﹤0.01%
260
-3,784
4109
$7K ﹤0.01%
+188
4110
$7K ﹤0.01%
514
-2,293
4111
$7K ﹤0.01%
+710
4112
$7K ﹤0.01%
636
-2,803
4113
$7K ﹤0.01%
1,958
4114
0
4115
$7K ﹤0.01%
119
-530
4116
$7K ﹤0.01%
383
-1,369
4117
$7K ﹤0.01%
405
-3,813
4118
$7K ﹤0.01%
107
-186
4119
$7K ﹤0.01%
+700
4120
$7K ﹤0.01%
477
-1,367
4121
$7K ﹤0.01%
183
-756
4122
$7K ﹤0.01%
289
-435
4123
$7K ﹤0.01%
240
-1,071
4124
$7K ﹤0.01%
13
-50
4125
$7K ﹤0.01%
1,643
+947