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
1601
$1.31M ﹤0.01%
6,845
+109
1602
$1.31M ﹤0.01%
+75,800
1603
$1.3M ﹤0.01%
31,524
-19,506
1604
$1.3M ﹤0.01%
62,382
-9,563
1605
$1.3M ﹤0.01%
12,088
-253
1606
$1.29M ﹤0.01%
7,892
-1,304
1607
$1.29M ﹤0.01%
15,968
-17,687
1608
$1.29M ﹤0.01%
39,612
-91,313
1609
$1.29M ﹤0.01%
66,027
-57,841
1610
$1.29M ﹤0.01%
210,824
+5,974
1611
$1.28M ﹤0.01%
56,294
+19,037
1612
$1.28M ﹤0.01%
4,649
-60,290
1613
$1.28M ﹤0.01%
+114,800
1614
$1.28M ﹤0.01%
18,619
+1,606
1615
$1.28M ﹤0.01%
24,579
+3
1616
$1.27M ﹤0.01%
+70,898
1617
$1.27M ﹤0.01%
38,250
-8,900
1618
$1.27M ﹤0.01%
62,666
+5,830
1619
$1.27M ﹤0.01%
21,527
+605
1620
$1.27M ﹤0.01%
78,633
+34,234
1621
$1.26M ﹤0.01%
18,876
-16,924
1622
$1.26M ﹤0.01%
7,396
-7,217
1623
$1.26M ﹤0.01%
73,875
-601
1624
$1.26M ﹤0.01%
4,334
-207
1625
$1.25M ﹤0.01%
26,318
-2