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
$143B
AUM Growth
+$7.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,863
New
Increased
Reduced
Closed

Top Buys

1 +$750M
2 +$340M
3 +$325M
4
NVDA icon
NVIDIA
NVDA
+$246M
5
RY icon
Royal Bank of Canada
RY
+$232M

Top Sells

1 +$709M
2 +$512M
3 +$413M
4
MSFT icon
Microsoft
MSFT
+$306M
5
CNQ icon
Canadian Natural Resources
CNQ
+$277M

Sector Composition

1 Financials 26.37%
2 Technology 16.74%
3 Communication Services 9.43%
4 Industrials 9.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$545M 0.35%
5,798,951
+211,948
52
$532M 0.35%
6,386,212
+3,899,170
53
$529M 0.34%
7,888,214
-2,285,837
54
$527M 0.34%
18,002,097
+2,064,239
55
$526M 0.34%
1,996,272
-394,880
56
$518M 0.34%
9,984,066
-832,897
57
$514M 0.33%
7,140,504
+20,952
58
$513M 0.33%
4,253,798
-702,020
59
$513M 0.33%
1,025,653
-8,666
60
$504M 0.33%
1,521,525
+72,450
61
$496M 0.32%
1,481,320
-12,309
62
$494M 0.32%
6,937,922
+1,839,861
63
$481M 0.31%
1,692,556
-49,134
64
$472M 0.31%
8,194,032
-219,917
65
$471M 0.31%
2,063,309
+99,642
66
$463M 0.3%
981,023
-18,071
67
$435M 0.28%
4,224,350
-839,576
68
$427M 0.28%
1,512,408
-305,684
69
$417M 0.27%
7,670,835
-967,147
70
$409M 0.27%
2,105,889
-79,621
71
$400M 0.26%
1,763,794
-371,636
72
$398M 0.26%
1,954,055
-119,300
73
$391M 0.25%
1,698,990
-160,366
74
$382M 0.25%
10,635,141
-42,503
75
$372M 0.24%
17,569,653
+359,702