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
826
$12.1M 0.01%
682,072
-6,326,571
827
$12.1M 0.01%
1,135,832
+1,098,659
828
$12.1M 0.01%
98,344
-5,247
829
$12.1M 0.01%
104,588
-24,323
830
$12.1M 0.01%
384,328
-55,954
831
$12.1M 0.01%
279,885
+139,607
832
$12M 0.01%
78,055
+32,439
833
$12M 0.01%
210,405
+11,434
834
$11.9M 0.01%
240,603
-11,136
835
$11.8M 0.01%
358,234
-35,632
836
$11.8M 0.01%
161,610
-29,908
837
$11.8M 0.01%
534,030
+48,521
838
$11.8M 0.01%
212,428
+1,933
839
$11.8M 0.01%
399,548
-48,802
840
$11.8M 0.01%
251,264
-116,510
841
$11.7M 0.01%
+1,162,304
842
$11.7M 0.01%
41,560
-1,147
843
$11.7M 0.01%
380,532
-785,131
844
$11.6M 0.01%
226,038
-53,040
845
$11.5M 0.01%
253,540
-66,255
846
$11.5M 0.01%
445,244
+104,684
847
$11.5M 0.01%
78,703
-72,615
848
$11.5M 0.01%
994,397
-154,801
849
$11.5M 0.01%
402,426
-49,545
850
$11.5M 0.01%
228,668
-25,602