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
BABA icon
76
Alibaba
BABA
$375B
$637M 0.24%
3,562,814
+3,121,206
MTD icon
77
Mettler-Toledo International
MTD
$30.2B
$619M 0.24%
27,890
+1,953
B
78
Barrick Mining
B
$69.8B
$595M 0.23%
18,114,726
+427,349
SLF icon
79
Sun Life Financial
SLF
$32.9B
$589M 0.23%
9,816,271
-981,548
XOM icon
80
Exxon Mobil
XOM
$489B
$587M 0.23%
5,205,645
+467,655
GLD icon
81
SPDR Gold Trust
GLD
$141B
$556M 0.21%
+1,564,919
SNOW icon
82
Snowflake
SNOW
$85.1B
$528M 0.2%
2,343,120
-88,690
PG icon
83
Procter & Gamble
PG
$346B
$512M 0.2%
3,333,472
+239,448
CSCO icon
84
Cisco
CSCO
$304B
$474M 0.18%
6,934,909
+882,143
TJX icon
85
TJX Companies
TJX
$169B
$467M 0.18%
3,231,317
-92,781
GD icon
86
General Dynamics
GD
$92.3B
$456M 0.17%
1,337,394
+32,378
LIN icon
87
Linde
LIN
$192B
$454M 0.17%
956,079
+109,202
MRK icon
88
Merck
MRK
$260B
$453M 0.17%
5,398,269
+722,407
IEMG icon
89
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$438M 0.17%
6,646,220
+692,531
PH icon
90
Parker-Hannifin
PH
$109B
$437M 0.17%
575,956
-49,872
CCJ icon
91
Cameco
CCJ
$38.5B
$433M 0.17%
5,158,338
+520,684
IJH icon
92
iShares Core S&P Mid-Cap ETF
IJH
$101B
$429M 0.16%
6,566,434
+52,777
COIN icon
93
Coinbase
COIN
$73.6B
$424M 0.16%
1,255,897
+646,611
MSTR icon
94
Strategy Inc
MSTR
$50.9B
$418M 0.16%
1,298,181
+377,828
MU icon
95
Micron Technology
MU
$266B
$418M 0.16%
2,498,329
+388,188
KLAC icon
96
KLA
KLAC
$154B
$409M 0.16%
379,107
+191,933
KO icon
97
Coca-Cola
KO
$315B
$406M 0.16%
6,125,674
+823,781
DIS icon
98
Walt Disney
DIS
$187B
$405M 0.16%
3,540,152
+1,505,253
WFC icon
99
Wells Fargo
WFC
$269B
$403M 0.15%
4,804,225
+663,360
VZ icon
100
Verizon
VZ
$173B
$400M 0.15%
9,101,632
+250,793