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
1276
$4.02M ﹤0.01%
190,827
-127,429
1277
$4.01M ﹤0.01%
402,906
1278
$4M ﹤0.01%
153,741
-853,523
1279
$3.98M ﹤0.01%
39,215
+144
1280
$3.95M ﹤0.01%
35,267
-39,699
1281
$3.92M ﹤0.01%
111,369
-8,075
1282
$3.91M ﹤0.01%
105,046
-357,480
1283
$3.9M ﹤0.01%
169,740
+91,138
1284
$3.89M ﹤0.01%
31,316
+560
1285
$3.89M ﹤0.01%
18,701
+8,057
1286
$3.89M ﹤0.01%
14,471
+1,557
1287
$3.87M ﹤0.01%
30,867
-3,499
1288
$3.86M ﹤0.01%
160,421
-28,097
1289
$3.86M ﹤0.01%
166,107
-73,632
1290
$3.83M ﹤0.01%
34,227
-25,056
1291
$3.83M ﹤0.01%
370,000
1292
$3.83M ﹤0.01%
568,995
-105,223
1293
$3.82M ﹤0.01%
116,651
-241,502
1294
$3.79M ﹤0.01%
24,553
-10,458
1295
$3.79M ﹤0.01%
126,022
+105,779
1296
$3.76M ﹤0.01%
42,998
-2,654
1297
$3.76M ﹤0.01%
+380,580
1298
$3.72M ﹤0.01%
+87,135
1299
$3.72M ﹤0.01%
121,554
-7,353
1300
$3.68M ﹤0.01%
+267,048