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
601
$26.4M 0.01%
302,489
+106,893
602
$26M 0.01%
267,400
-6,950
603
$25.9M 0.01%
720,648
-723,275
604
$25.7M 0.01%
520,231
+271,866
605
$25.7M 0.01%
332,765
-50,731
606
$25.6M 0.01%
403,871
-300,235
607
$25.5M 0.01%
590,584
+198,176
608
$25.5M 0.01%
305,953
+1,962
609
$25.4M 0.01%
416,341
+270,453
610
$25.4M 0.01%
226,071
-38,966
611
$25.4M 0.01%
206,028
-5,734
612
$25.4M 0.01%
898,699
+28,890
613
$25.2M 0.01%
216,553
-112,501
614
$25.1M 0.01%
444,616
-423,406
615
$24.8M 0.01%
1,088,159
-547,952
616
$24.7M 0.01%
169,498
-86,745
617
$24.7M 0.01%
145,747
-204,384
618
$24.7M 0.01%
91,320
-10,174
619
$24.3M 0.01%
3,004
-359
620
$23.8M 0.01%
135,820
+35,430
621
$23.8M 0.01%
227,892
-4,386
622
$23.7M 0.01%
898,149
+885,060
623
$23.6M 0.01%
84,402
+32,285
624
$23.4M 0.01%
1,110,375
-551,692
625
$23.3M 0.01%
196,826
-167