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
1076
$6.78M ﹤0.01%
481,200
-14,900
1077
$6.77M ﹤0.01%
143,722
+9,555
1078
$6.75M ﹤0.01%
397,206
+40,757
1079
$6.73M ﹤0.01%
125,788
+80,571
1080
$6.71M ﹤0.01%
229,820
-42,732
1081
$6.7M ﹤0.01%
155,150
+419
1082
$6.69M ﹤0.01%
123,616
-48,470
1083
$6.69M ﹤0.01%
543,787
-31,242
1084
$6.68M ﹤0.01%
46,682
-16,724
1085
$6.68M ﹤0.01%
+672,710
1086
$6.68M ﹤0.01%
636,658
-24,606
1087
$6.61M ﹤0.01%
257,860
-75,933
1088
$6.58M ﹤0.01%
55,470
-4,403
1089
$6.52M ﹤0.01%
416,577
+391,026
1090
$6.51M ﹤0.01%
349,449
+281,984
1091
$6.5M ﹤0.01%
175,695
-28,299
1092
$6.48M ﹤0.01%
79,928
-24,587
1093
$6.46M ﹤0.01%
172,430
+171,000
1094
$6.46M ﹤0.01%
+649,998
1095
$6.45M ﹤0.01%
623,964
+605,224
1096
$6.42M ﹤0.01%
209,730
+1,111
1097
$6.41M ﹤0.01%
320,152
-1,418
1098
$6.38M ﹤0.01%
265,721
-21,509
1099
$6.37M ﹤0.01%
202,900
-5,021
1100
$6.37M ﹤0.01%
55,941
-19,083