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
$243B
AUM Growth
+$43.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$740M
3 +$621M
4
BABA icon
Alibaba
BABA
+$558M
5
GLD icon
SPDR Gold Trust
GLD
+$556M

Top Sells

1 +$771M
2 +$546M
3 +$506M
4
CNQ icon
Canadian Natural Resources
CNQ
+$397M
5
AMD icon
Advanced Micro Devices
AMD
+$381M

Sector Composition

1 Financials 23.02%
2 Technology 22.98%
3 Communication Services 8.19%
4 Consumer Discretionary 6.43%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LYFT icon
751
Lyft
LYFT
$7.93B
$16.5M 0.01%
748,101
+473,051
CINF icon
752
Cincinnati Financial
CINF
$26.2B
$16.4M 0.01%
103,728
+12,509
PFG icon
753
Principal Financial Group
PFG
$19.6B
$16.4M 0.01%
197,648
+15,685
BTI icon
754
British American Tobacco
BTI
$124B
$16.4M 0.01%
308,607
-204,858
ODD icon
755
ODDITY Tech
ODD
$2.44B
$16.4M 0.01%
262,472
+255,407
ALRM icon
756
Alarm.com
ALRM
$2.65B
$16.3M 0.01%
307,702
-27,688
ACWX icon
757
iShares MSCI ACWI ex US ETF
ACWX
$7.56B
$16.2M 0.01%
249,911
+116,871
PRGS icon
758
Progress Software
PRGS
$1.86B
$16.2M 0.01%
369,657
-232,772
WAT icon
759
Waters Corp
WAT
$22.4B
$16.2M 0.01%
54,060
-22,015
CF icon
760
CF Industries
CF
$12.2B
$16.1M 0.01%
179,160
+7,873
BILL icon
761
BILL Holdings
BILL
$5.5B
$16M 0.01%
302,411
+34,333
VGIT icon
762
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.6B
$15.9M 0.01%
265,621
+6,219
IOO icon
763
iShares Global 100 ETF
IOO
$7.86B
$15.9M 0.01%
132,539
-608
LDOS icon
764
Leidos
LDOS
$23.2B
$15.9M 0.01%
83,956
+12,305
CAVA icon
765
CAVA Group
CAVA
$6.5B
$15.7M 0.01%
259,670
+189,159
TAP icon
766
Molson Coors Class B
TAP
$9.43B
$15.6M 0.01%
345,807
-3,759
VT icon
767
Vanguard Total World Stock ETF
VT
$58.3B
$15.6M 0.01%
113,550
+35,124
AEIS icon
768
Advanced Energy
AEIS
$7.88B
$15.5M 0.01%
110,147
-16,001
TPB icon
769
Turning Point Brands
TPB
$2.08B
$15.5M 0.01%
156,637
MTSI icon
770
MACOM Technology Solutions
MTSI
$12.8B
$15.5M 0.01%
124,212
+7,519
UDR icon
771
UDR
UDR
$11.9B
$15.4M 0.01%
413,122
+25,464
CHD icon
772
Church & Dwight Co
CHD
$20.4B
$15.4M 0.01%
175,541
+18,882
CLH icon
773
Clean Harbors
CLH
$12.8B
$15.2M 0.01%
65,644
+26,630
L icon
774
Loews
L
$21.9B
$15.1M 0.01%
149,982
-5,237
GES icon
775
Guess Inc
GES
$876M
$15M 0.01%
897,832
+195,665