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
$186B
AUM Growth
-$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,932
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$927M
3 +$843M
4
NVDA icon
NVIDIA
NVDA
+$841M
5
XYZ
Block Inc
XYZ
+$596M

Top Sells

1 +$3.45B
2 +$1.94B
3 +$793M
4
RY icon
Royal Bank of Canada
RY
+$773M
5
TD icon
Toronto Dominion Bank
TD
+$635M

Sector Composition

1 Financials 24.49%
2 Technology 18.2%
3 Communication Services 9.48%
4 Consumer Discretionary 8.26%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$4.56M ﹤0.01%
32,608
-6,328
1227
$4.55M ﹤0.01%
+57,009
1228
$4.52M ﹤0.01%
67,246
-4,656
1229
$4.52M ﹤0.01%
366,300
-49,523
1230
$4.51M ﹤0.01%
157,161
+126,685
1231
$4.51M ﹤0.01%
+149,500
1232
$4.51M ﹤0.01%
129,605
-295,650
1233
$4.51M ﹤0.01%
137,974
+80,192
1234
$4.5M ﹤0.01%
49,043
+25,691
1235
$4.48M ﹤0.01%
72,663
-62,006
1236
$4.48M ﹤0.01%
142,361
-99,155
1237
$4.47M ﹤0.01%
37,855
+2,250
1238
$4.45M ﹤0.01%
369,077
-123,824
1239
$4.44M ﹤0.01%
214,206
-501,496
1240
$4.43M ﹤0.01%
+225,840
1241
$4.41M ﹤0.01%
130,643
+24,196
1242
$4.4M ﹤0.01%
389,541
+58,418
1243
$4.39M ﹤0.01%
192,894
-256,788
1244
$4.35M ﹤0.01%
158,332
+18,357
1245
$4.35M ﹤0.01%
440,000
+310,000
1246
$4.35M ﹤0.01%
40,758
+1,854
1247
$4.32M ﹤0.01%
63,094
+7,937
1248
$4.31M ﹤0.01%
47,808
-164,330
1249
$4.3M ﹤0.01%
45,910
-1,441
1250
$4.29M ﹤0.01%
443,395
-71,339