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
$317B
AUM Growth
+$9.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,966
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.16B
3 +$644M
4
AMZN icon
Amazon
AMZN
+$607M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$409M

Top Sells

1 +$1.11B
2 +$772M
3 +$550M
4
NVDA icon
NVIDIA
NVDA
+$434M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$413M

Sector Composition

1 Communication Services 24.78%
2 Consumer Discretionary 19.79%
3 Technology 15.21%
4 Financials 14.43%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$53.8M 0.02%
228,205
-74,962
402
$53.6M 0.02%
585,874
-33,411
403
$52.9M 0.02%
809,230
-321,363
404
$52.6M 0.02%
182,628
-35,550
405
$52.4M 0.02%
1,111,344
+131,250
406
$51.5M 0.02%
129,011
+37,950
407
$51.4M 0.02%
372,074
+137,241
408
$51M 0.02%
889,641
+42,121
409
$50.9M 0.02%
277,805
-38,989
410
$50.7M 0.02%
1,882,193
+371
411
$50.3M 0.02%
456,806
-177,445
412
$50.2M 0.02%
489,463
-6,838
413
$50.1M 0.02%
864,560
-25,840
414
$49.7M 0.02%
851,518
-282,545
415
$49.5M 0.02%
544,986
-116,658
416
$49.4M 0.02%
546,309
-87,562
417
$49.2M 0.01%
914,484
+59,048
418
$48.9M 0.01%
229,132
-27,063
419
$48.7M 0.01%
854,496
+291,615
420
$48.3M 0.01%
903,011
-1,082,815
421
$48.1M 0.01%
621,951
-200,375
422
$48.1M 0.01%
241,926
-10,225
423
$47.9M 0.01%
1,777,586
+162,605
424
$47.7M 0.01%
1,251,849
-9,966
425
$47.6M 0.01%
1,280,916
-275,981