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
1776
$1.22M ﹤0.01%
25,601
-511,547
1777
$1.22M ﹤0.01%
7,012
+73
1778
$1.22M ﹤0.01%
79,319
-5,964
1779
$1.22M ﹤0.01%
15,890
-2,797
1780
$1.21M ﹤0.01%
17,599
-518
1781
$1.21M ﹤0.01%
13,508
-5,821
1782
$1.21M ﹤0.01%
21,087
-60,278
1783
$1.2M ﹤0.01%
+12,439
1784
$1.19M ﹤0.01%
17,491
-1,974
1785
$1.19M ﹤0.01%
348,698
-122,489
1786
$1.19M ﹤0.01%
4,823
-412
1787
$1.19M ﹤0.01%
12,774
-34,765
1788
$1.18M ﹤0.01%
13,822
-4,644
1789
$1.18M ﹤0.01%
+73,811
1790
$1.18M ﹤0.01%
13,936
-1,019
1791
$1.17M ﹤0.01%
8,072
-22,927
1792
$1.17M ﹤0.01%
47,452
-221,322
1793
$1.17M ﹤0.01%
10,469
-2,592
1794
$1.17M ﹤0.01%
30,104
+1,600
1795
$1.17M ﹤0.01%
+1,025
1796
$1.16M ﹤0.01%
65,787
-1,495,119
1797
$1.16M ﹤0.01%
31,441
+2,179
1798
$1.16M ﹤0.01%
10,750
+4,250
1799
$1.16M ﹤0.01%
8,821
-2,523
1800
$1.16M ﹤0.01%
17,274
-28,761