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
SKE
826
Skeena Resources
SKE
$2.81B
$12.5M ﹤0.01%
676,650
+413,444
LNT icon
827
Alliant Energy
LNT
$16.9B
$12.4M ﹤0.01%
183,993
+4,202
NTNX icon
828
Nutanix
NTNX
$13.7B
$12.4M ﹤0.01%
166,057
+46,986
SNY icon
829
Sanofi
SNY
$117B
$12.3M ﹤0.01%
261,409
+22,353
RBLX icon
830
Roblox
RBLX
$58.9B
$12.3M ﹤0.01%
88,993
-29,394
FIX icon
831
Comfort Systems
FIX
$32.4B
$12.3M ﹤0.01%
14,901
-2,597
FNF icon
832
Fidelity National Financial
FNF
$15.2B
$12.3M ﹤0.01%
202,668
+37,782
RNR icon
833
RenaissanceRe
RNR
$12.7B
$12.2M ﹤0.01%
48,161
+1,109
JBTM
834
JBT Marel
JBTM
$7.89B
$12.2M ﹤0.01%
86,553
+35,959
NVT icon
835
nVent Electric
NVT
$15.9B
$12.1M ﹤0.01%
123,088
+75,394
CRSP icon
836
CRISPR Therapeutics
CRSP
$5.23B
$12.1M ﹤0.01%
187,219
-306,524
ALB icon
837
Albemarle
ALB
$16.5B
$12M ﹤0.01%
148,015
-67,484
HAS icon
838
Hasbro
HAS
$11.5B
$12M ﹤0.01%
157,941
+32,150
AVUV icon
839
Avantis US Small Cap Value ETF
AVUV
$20.2B
$12M ﹤0.01%
120,303
+12,458
MSGS icon
840
Madison Square Garden
MSGS
$5.73B
$11.9M ﹤0.01%
52,429
-1,170
ARMN
841
Aris Mining
ARMN
$3.17B
$11.9M ﹤0.01%
1,212,982
+1,065,618
IWS icon
842
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
$11.8M ﹤0.01%
84,755
-8,190
TMDX icon
843
Transmedics
TMDX
$4.14B
$11.8M ﹤0.01%
105,117
-66,141
GAP
844
The Gap Inc
GAP
$10.1B
$11.8M ﹤0.01%
551,278
-63,401
FLJP icon
845
Franklin FTSE Japan ETF
FLJP
$2.59B
$11.8M ﹤0.01%
340,765
-321,403
BBUC
846
Brookfield Business Corp
BBUC
$2.48B
$11.8M ﹤0.01%
350,726
+2,794
GLPI icon
847
Gaming and Leisure Properties
GLPI
$12.9B
$11.8M ﹤0.01%
252,191
-17,521
BXP icon
848
Boston Properties
BXP
$11B
$11.7M ﹤0.01%
157,591
-5,353
CHEF icon
849
Chefs' Warehouse
CHEF
$2.58B
$11.7M ﹤0.01%
199,836
+78,713
BURL icon
850
Burlington
BURL
$17B
$11.6M ﹤0.01%
45,691
+36,594