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
$331B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,959
New
Increased
Reduced
Closed

Top Buys

1 +$4.1B
2 +$1.59B
3 +$933M
4
AAPL icon
Apple
AAPL
+$495M
5
SNOW icon
Snowflake
SNOW
+$378M

Top Sells

1 +$1.83B
2 +$1.61B
3 +$1.32B
4
TD icon
Toronto Dominion Bank
TD
+$1.14B
5
INDV icon
Indivior
INDV
+$701M

Sector Composition

1 Communication Services 24.26%
2 Consumer Discretionary 20.36%
3 Technology 15.82%
4 Financials 14.17%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$39.6M 0.01%
629,928
+46,000
502
$39.6M 0.01%
306,840
+18,141
503
$39.5M 0.01%
249,083
+7,157
504
$39.5M 0.01%
+920,559
505
$39.4M 0.01%
825,997
+127,190
506
$38.9M 0.01%
305,693
+40,303
507
$38.9M 0.01%
935,996
+200,541
508
$38.7M 0.01%
86,031
+2,402
509
$38.7M 0.01%
266,536
+31,181
510
$38.2M 0.01%
370,328
+2,328
511
$38.2M 0.01%
1,356,315
+457,616
512
$38.1M 0.01%
140,781
-150,224
513
$38M 0.01%
413,747
+269,777
514
$37.7M 0.01%
1,317,026
+381,883
515
$37.7M 0.01%
1,869,122
+59,046
516
$37.5M 0.01%
791,603
-107,268
517
$37.5M 0.01%
596,262
+174,682
518
$37.4M 0.01%
142,839
-2,908
519
$37.2M 0.01%
844,487
+49,060
520
$37.1M 0.01%
232,018
+31,331
521
$37M 0.01%
119,597
-3,252
522
$36.8M 0.01%
381,356
+2,245
523
$36.4M 0.01%
312,790
+86,519
524
$36.2M 0.01%
644,123
+444,084
525
$36M 0.01%
23,872
+697