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
$331B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,959
New
Increased
Reduced
Closed

Top Buys

1 +$4.1B
2 +$1.59B
3 +$933M
4
AAPL icon
Apple
AAPL
+$495M
5
SNOW icon
Snowflake
SNOW
+$378M

Top Sells

1 +$1.83B
2 +$1.61B
3 +$1.32B
4
TD icon
Toronto Dominion Bank
TD
+$1.14B
5
INDV icon
Indivior
INDV
+$701M

Sector Composition

1 Communication Services 24.26%
2 Consumer Discretionary 20.36%
3 Technology 15.82%
4 Financials 14.17%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$2.08M ﹤0.01%
36,428
-418,546
1402
$2.08M ﹤0.01%
34,165
-370
1403
$2.07M ﹤0.01%
49,569
+47,698
1404
$2.07M ﹤0.01%
24,886
1405
$2.07M ﹤0.01%
+37,294
1406
$2.07M ﹤0.01%
10,828
+1,124
1407
$2.04M ﹤0.01%
+30,600
1408
$2.04M ﹤0.01%
+114,124
1409
$2.02M ﹤0.01%
34,809
+32,178
1410
$2.02M ﹤0.01%
219,426
+72,207
1411
$2.02M ﹤0.01%
38,114
+2,847
1412
$2.01M ﹤0.01%
27,077
-338
1413
$2.01M ﹤0.01%
26,999
-729,820
1414
$2M ﹤0.01%
76,987
-1,803
1415
$2M ﹤0.01%
18,199
-154
1416
$2M ﹤0.01%
69,679
+58,295
1417
$1.99M ﹤0.01%
11,669
-682
1418
$1.98M ﹤0.01%
+54,982
1419
$1.98M ﹤0.01%
+101,321
1420
$1.97M ﹤0.01%
26,581
-765
1421
$1.96M ﹤0.01%
7,920
+5,853
1422
$1.95M ﹤0.01%
+317,659
1423
$1.95M ﹤0.01%
21,250
+5,400
1424
$1.93M ﹤0.01%
660,117
-944,441
1425
$1.93M ﹤0.01%
20,680
-715