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
$243B
AUM Growth
+$43.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$740M
3 +$621M
4
BABA icon
Alibaba
BABA
+$558M
5
GLD icon
SPDR Gold Trust
GLD
+$556M

Top Sells

1 +$771M
2 +$546M
3 +$506M
4
CNQ icon
Canadian Natural Resources
CNQ
+$397M
5
AMD icon
Advanced Micro Devices
AMD
+$381M

Sector Composition

1 Financials 23.02%
2 Technology 22.98%
3 Communication Services 8.19%
4 Consumer Discretionary 6.43%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZTS icon
26
Zoetis
ZTS
$56.5B
$1.87B 0.72%
698,265
-83,076
MFC icon
27
Manulife Financial
MFC
$59.3B
$1.77B 0.68%
56,936,761
+11,628,954
V icon
28
Visa
V
$645B
$1.75B 0.67%
5,134,909
+255,028
AEM icon
29
Agnico Eagle Mines
AEM
$87.6B
$1.74B 0.67%
10,358,125
+1,086,285
COST icon
30
Costco
COST
$405B
$1.74B 0.67%
1,880,925
+396,911
CP icon
31
Canadian Pacific Kansas City
CP
$65.4B
$1.63B 0.62%
21,852,786
+838,073
TLT icon
32
iShares 20+ Year Treasury Bond ETF
TLT
$50.2B
$1.62B 0.62%
18,107,124
+1,910,238
WCN icon
33
Waste Connections
WCN
$45.2B
$1.56B 0.6%
8,859,127
+548,019
ORCL icon
34
Oracle
ORCL
$576B
$1.39B 0.53%
4,952,862
+1,255,863
SU icon
35
Suncor Energy
SU
$53.8B
$1.36B 0.52%
32,558,366
+7,639,360
CNI icon
36
Canadian National Railway
CNI
$59B
$1.34B 0.51%
14,201,675
-27,093
NOW icon
37
ServiceNow
NOW
$169B
$1.32B 0.51%
1,433,350
+3,573
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.3B 0.5%
2,579,781
+233,384
TU icon
39
Telus
TU
$20.4B
$1.29B 0.49%
81,687,148
-1,849,427
FNV icon
40
Franco-Nevada
FNV
$40.5B
$1.24B 0.47%
5,560,980
+453,475
CRWD icon
41
CrowdStrike
CRWD
$128B
$1.22B 0.47%
2,492,028
-8,939
IWM icon
42
iShares Russell 2000 ETF
IWM
$70.4B
$1.2B 0.46%
4,975,964
+112,596
LLY icon
43
Eli Lilly
LLY
$963B
$1.2B 0.46%
1,569,917
+127,679
BAC icon
44
Bank of America
BAC
$392B
$1.2B 0.46%
23,177,447
+1,721,385
IEFA icon
45
iShares Core MSCI EAFE ETF
IEFA
$160B
$1.19B 0.46%
13,626,889
+7,107,210
FTS icon
46
Fortis
FTS
$26.5B
$1.17B 0.45%
23,131,505
+920,982
PLTR icon
47
Palantir
PLTR
$401B
$1.17B 0.45%
6,398,531
+1,162,770
WMT icon
48
Walmart
WMT
$881B
$1.16B 0.45%
11,289,949
+552,800
PAVE icon
49
Global X US Infrastructure Development ETF
PAVE
$9.82B
$1.13B 0.43%
23,774,892
+1,001,842
GS icon
50
Goldman Sachs
GS
$248B
$1.12B 0.43%
1,410,511
+121,522