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
1851
$767K ﹤0.01%
4,247
-2,425
1852
$766K ﹤0.01%
23,635
+2,888
1853
$766K ﹤0.01%
7,830
+2,075
1854
$766K ﹤0.01%
18,951
-1,593
1855
$766K ﹤0.01%
8,116
-916
1856
$765K ﹤0.01%
+142,933
1857
$763K ﹤0.01%
+34,628
1858
$760K ﹤0.01%
5,779
-134
1859
$760K ﹤0.01%
5,729
-5,788
1860
$758K ﹤0.01%
49,590
+21,310
1861
$757K ﹤0.01%
7,666
1862
$756K ﹤0.01%
+10,744
1863
$756K ﹤0.01%
+26,332
1864
$756K ﹤0.01%
17,637
+869
1865
$754K ﹤0.01%
115,267
+86,163
1866
$754K ﹤0.01%
24,288
-8,085
1867
$749K ﹤0.01%
+120,454
1868
$748K ﹤0.01%
3,386
+43
1869
$746K ﹤0.01%
+34,104
1870
$745K ﹤0.01%
4,380
-2,089
1871
$742K ﹤0.01%
8,732
+1,902
1872
$741K ﹤0.01%
+64,477
1873
$740K ﹤0.01%
+234
1874
$739K ﹤0.01%
25,371
+570
1875
$734K ﹤0.01%
9,158
+215