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
$274B
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,887
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$698M
3 +$608M
4
TD icon
Toronto Dominion Bank
TD
+$597M
5
AVGO icon
Broadcom
AVGO
+$524M

Top Sells

1 +$5B
2 +$1.41B
3 +$317M
4
NVDA icon
NVIDIA
NVDA
+$236M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$216M

Sector Composition

1 Communication Services 25.06%
2 Consumer Discretionary 18.3%
3 Financials 15.37%
4 Technology 13.41%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.33B 0.46%
32,461,419
-631,919
27
$1.28B 0.44%
29,733,260
+6,654,590
28
$1.23B 0.42%
7,928,771
+711,175
29
$1.22B 0.42%
8,557,222
+279,577
30
$1.14B 0.4%
4,613,249
-295,179
31
$1.1B 0.38%
64,148,757
-3,389,494
32
$1.1B 0.38%
26,464,781
+150,585
33
$1.01B 0.35%
2,076,079
-144,805
34
$1.01B 0.35%
1,726,038
-227,219
35
$1B 0.35%
28,664,724
-1,177,331
36
$979M 0.34%
5,292,227
+764,182
37
$961M 0.33%
1,717,876
+36,655
38
$949M 0.33%
2,567,824
+18,996
39
$935M 0.32%
28,513,051
-371,136
40
$886M 0.31%
2,130,206
+375,471
41
$852M 0.29%
20,522,836
-1,274,672
42
$823M 0.28%
5,043,194
-96,204
43
$819M 0.28%
2,523,121
+359,559
44
$811M 0.28%
12,977,882
-329,839
45
$770M 0.27%
12,008,475
+469,879
46
$765M 0.26%
5,888,505
+1,645,721
47
$759M 0.26%
1,433,003
-19,299
48
$726M 0.25%
6,128,058
+854,587
49
$704M 0.24%
1,557,533
+1,200
50
$700M 0.24%
24,169,419
+139,984