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
576
$28.6M 0.01%
454,974
+139,356
577
$28.5M 0.01%
136,055
+17,379
578
$28.4M 0.01%
765,571
-61,092
579
$28.4M 0.01%
66,803
-32,576
580
$28.3M 0.01%
224,825
+206,436
581
$28.1M 0.01%
142,344
-91,694
582
$28M 0.01%
363,048
-5,193
583
$27.8M 0.01%
935,143
-310,838
584
$27.7M 0.01%
471,546
-15,242
585
$27.4M 0.01%
518,336
-1,031,118
586
$27.3M 0.01%
313,507
-83,647
587
$27.3M 0.01%
64,932
-11,371
588
$27.2M 0.01%
1,078,735
+1,040,844
589
$27.2M 0.01%
256,565
-45,056
590
$27.1M 0.01%
242,885
+205,886
591
$27.1M 0.01%
399,993
+179,943
592
$27.1M 0.01%
421,580
+399,464
593
$27.1M 0.01%
517,005
-31,295
594
$27M 0.01%
152,244
-17,068
595
$26.9M 0.01%
770,354
-7,129
596
$26.9M 0.01%
340,331
-152,836
597
$26.7M 0.01%
392,922
+54,714
598
$26.7M 0.01%
447,267
+219,727
599
$26.5M 0.01%
507,660
-37,070
600
$26.5M 0.01%
927,708
-103,185