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
$186B
AUM Growth
-$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,932
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$927M
3 +$843M
4
NVDA icon
NVIDIA
NVDA
+$841M
5
XYZ
Block Inc
XYZ
+$596M

Top Sells

1 +$3.45B
2 +$1.94B
3 +$793M
4
RY icon
Royal Bank of Canada
RY
+$773M
5
TD icon
Toronto Dominion Bank
TD
+$635M

Sector Composition

1 Financials 24.49%
2 Technology 18.2%
3 Communication Services 9.48%
4 Consumer Discretionary 8.26%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.4B 0.74%
4,706,195
+1,868,903
27
$1.39B 0.74%
19,120,093
-1,077,116
28
$1.36B 0.72%
8,444,136
-741,792
29
$1.32B 0.7%
32,761,335
-4,815,270
30
$1.21B 0.65%
8,835,010
-2,569,842
31
$1.14B 0.61%
16,339,049
+3,065,703
32
$1.12B 0.6%
7,652,195
+5,736,885
33
$1.05B 0.56%
22,053,609
-2,654,600
34
$1.05B 0.56%
2,071,241
-185,013
35
$1.04B 0.56%
2,878,280
-1,074,427
36
$1.04B 0.55%
21,525,516
-371,597
37
$1.02B 0.54%
4,377,572
+1,537,302
38
$1,000M 0.53%
22,359,828
-5,344,103
39
$969M 0.51%
1,717,581
-279,817
40
$969M 0.51%
9,715,719
-905,345
41
$939M 0.5%
45,311,576
-5,877,905
42
$909M 0.48%
14,784,080
+2,061,010
43
$909M 0.48%
12,054,366
+19,564
44
$862M 0.46%
2,095,465
-574,061
45
$844M 0.45%
35,772,070
-3,844,155
46
$787M 0.42%
13,969,402
-5,096,460
47
$786M 0.42%
13,382,047
-4,283,139
48
$784M 0.42%
4,738,746
+3,599,527
49
$765M 0.41%
16,028,856
-874,902
50
$753M 0.4%
1,566,927
+63,566