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
$331B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,959
New
Increased
Reduced
Closed

Top Buys

1 +$4.1B
2 +$1.59B
3 +$933M
4
AAPL icon
Apple
AAPL
+$495M
5
SNOW icon
Snowflake
SNOW
+$378M

Top Sells

1 +$1.83B
2 +$1.61B
3 +$1.32B
4
TD icon
Toronto Dominion Bank
TD
+$1.14B
5
INDV icon
Indivior
INDV
+$701M

Sector Composition

1 Communication Services 24.26%
2 Consumer Discretionary 20.36%
3 Technology 15.82%
4 Financials 14.17%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$516M 0.15%
1,168,108
-14,294
77
$513M 0.15%
7,490,881
+1,181,168
78
$512M 0.15%
8,288,568
-990,906
79
$508M 0.15%
1,972,333
+183,809
80
$496M 0.14%
7,765,284
+622,531
81
$494M 0.14%
3,511,742
+223,383
82
$492M 0.14%
1,876,084
+157,773
83
$491M 0.14%
975,362
+201,278
84
$487M 0.14%
1,093,955
-35,037
85
$482M 0.14%
2,312,228
-228,694
86
$476M 0.14%
8,281,084
-674,600
87
$469M 0.14%
840,110
+98,855
88
$468M 0.14%
1,521,440
+94,319
89
$467M 0.14%
7,521,423
-195,361
90
$462M 0.13%
3,241,880
-267,783
91
$452M 0.13%
8,410,401
+2,897,348
92
$430M 0.12%
5,868,364
+752,151
93
$426M 0.12%
15,079,722
+224,272
94
$417M 0.12%
5,093,376
-57,821
95
$415M 0.12%
1,295,602
+73,041
96
$413M 0.12%
1,789,743
+264,513
97
$412M 0.12%
5,033,028
+2,847,394
98
$406M 0.12%
5,236,779
+62,102
99
$402M 0.12%
1,337,726
+13,855
100
$392M 0.11%
3,544,146
-257,369