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
1101
$6.3M ﹤0.01%
99,722
+99,715
1102
$6.28M ﹤0.01%
218,089
-14,754
1103
$6.27M ﹤0.01%
150,732
+55,172
1104
$6.25M ﹤0.01%
453,274
+133,128
1105
$6.22M ﹤0.01%
388,528
-7,708
1106
$6.21M ﹤0.01%
175,162
-7,909
1107
$6.2M ﹤0.01%
325,376
-3,903
1108
$6.15M ﹤0.01%
92,588
-4,911
1109
$6.14M ﹤0.01%
16,725
-38,812
1110
$6.1M ﹤0.01%
252,339
-62,796
1111
$6.06M ﹤0.01%
88,304
-24,245
1112
$6.06M ﹤0.01%
203,696
-83,596
1113
$6.06M ﹤0.01%
34,387
+2,662
1114
$6.03M ﹤0.01%
132,877
-1,778
1115
$6.02M ﹤0.01%
129,221
+110,560
1116
$6.01M ﹤0.01%
42,183
-2,962
1117
$5.99M ﹤0.01%
120,675
-92,969
1118
$5.99M ﹤0.01%
93,088
-226,057
1119
$5.97M ﹤0.01%
52,745
-16,939
1120
$5.97M ﹤0.01%
110,346
-212,070
1121
$5.96M ﹤0.01%
113,565
-35,574
1122
$5.93M ﹤0.01%
183,841
+10,441
1123
$5.92M ﹤0.01%
100,381
+86,865
1124
$5.92M ﹤0.01%
166,069
-67,465
1125
$5.86M ﹤0.01%
279,634
-15,521