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
1051
$7.1M ﹤0.01%
107,450
-406,131
1052
$7.08M ﹤0.01%
26,030
+20,474
1053
$7.08M ﹤0.01%
359,785
+155,228
1054
$7.07M ﹤0.01%
262,812
+58,364
1055
$7.06M ﹤0.01%
40,519
-8,526
1056
$7.05M ﹤0.01%
223,708
+18,811
1057
$7.05M ﹤0.01%
121,858
+62,365
1058
$7.03M ﹤0.01%
36,950
+35,960
1059
$7.02M ﹤0.01%
142,085
-41,245
1060
$6.99M ﹤0.01%
124,192
-44,450
1061
$6.97M ﹤0.01%
54,256
-22,171
1062
$6.96M ﹤0.01%
114,423
-23,640
1063
$6.93M ﹤0.01%
+49,913
1064
$6.92M ﹤0.01%
113,590
-46,176
1065
$6.92M ﹤0.01%
55,945
-2,420
1066
$6.91M ﹤0.01%
68,464
-12,456
1067
$6.89M ﹤0.01%
135,723
-180,187
1068
$6.88M ﹤0.01%
66,057
-16,386
1069
$6.87M ﹤0.01%
53,172
-27,398
1070
$6.86M ﹤0.01%
+700,000
1071
$6.85M ﹤0.01%
231,247
+72,738
1072
$6.83M ﹤0.01%
79,415
-6,251
1073
$6.81M ﹤0.01%
404,378
+61,105
1074
$6.8M ﹤0.01%
40,061
-11,295
1075
$6.79M ﹤0.01%
158,285
-944