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
$274B
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,887
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$698M
3 +$608M
4
TD icon
Toronto Dominion Bank
TD
+$597M
5
AVGO icon
Broadcom
AVGO
+$524M

Top Sells

1 +$5B
2 +$1.41B
3 +$317M
4
NVDA icon
NVIDIA
NVDA
+$236M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$216M

Sector Composition

1 Communication Services 25.06%
2 Consumer Discretionary 18.3%
3 Financials 15.37%
4 Technology 13.41%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$12.7M ﹤0.01%
1,288,124
-1,022,091
777
$12.7M ﹤0.01%
303,707
+270,895
778
$12.6M ﹤0.01%
460,186
+391,460
779
$12.6M ﹤0.01%
320,501
+21,335
780
$12.6M ﹤0.01%
195,337
+167,384
781
$12.5M ﹤0.01%
117,083
+974
782
$12.4M ﹤0.01%
170,538
+160,215
783
$12.2M ﹤0.01%
110,177
-115,315
784
$12.1M ﹤0.01%
488,605
+33,408
785
$12.1M ﹤0.01%
264,109
+145,036
786
$12.1M ﹤0.01%
685,594
+341,444
787
$12.1M ﹤0.01%
71,244
+19,615
788
$12.1M ﹤0.01%
220,277
+13,715
789
$12M ﹤0.01%
137,619
-246,793
790
$12M ﹤0.01%
86,364
+71,129
791
$12M ﹤0.01%
686,520
-183,385
792
$11.9M ﹤0.01%
326,027
+299,417
793
$11.9M ﹤0.01%
+138,670
794
$11.8M ﹤0.01%
92,814
+86,514
795
$11.7M ﹤0.01%
167,123
-14,192
796
$11.7M ﹤0.01%
403,666
+98,481
797
$11.7M ﹤0.01%
54,566
+5,683
798
$11.7M ﹤0.01%
528,741
+507,674
799
$11.6M ﹤0.01%
355,842
-12,288
800
$11.6M ﹤0.01%
272,391
+141,051