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
$243B
AUM Growth
+$43.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$740M
3 +$621M
4
BABA icon
Alibaba
BABA
+$558M
5
GLD icon
SPDR Gold Trust
GLD
+$556M

Top Sells

1 +$771M
2 +$546M
3 +$506M
4
CNQ icon
Canadian Natural Resources
CNQ
+$397M
5
AMD icon
Advanced Micro Devices
AMD
+$381M

Sector Composition

1 Financials 23.02%
2 Technology 22.98%
3 Communication Services 8.19%
4 Consumer Discretionary 6.43%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HOOD icon
201
Robinhood
HOOD
$104B
$169M 0.07%
1,182,856
+893,381
MRVL icon
202
Marvell Technology
MRVL
$71.5B
$168M 0.06%
2,002,775
+1,455,440
SPOT icon
203
Spotify
SPOT
$119B
$168M 0.06%
240,154
+17,303
NEM icon
204
Newmont
NEM
$109B
$168M 0.06%
1,988,227
-74,304
VRTX icon
205
Vertex Pharmaceuticals
VRTX
$116B
$164M 0.06%
419,458
+56,423
CB icon
206
Chubb
CB
$123B
$164M 0.06%
581,024
+54,054
WFG icon
207
West Fraser Timber
WFG
$4.71B
$164M 0.06%
2,405,884
+130,656
VIG icon
208
Vanguard Dividend Appreciation ETF
VIG
$102B
$163M 0.06%
757,124
-61,833
GRP.U
209
Granite Real Estate Investment Trust
GRP.U
$3.43B
$163M 0.06%
4,063,711
+98,394
D icon
210
Dominion Energy
D
$51.1B
$163M 0.06%
2,659,851
+1,784,709
IWF icon
211
iShares Russell 1000 Growth ETF
IWF
$124B
$162M 0.06%
346,628
+40,878
ICE icon
212
Intercontinental Exchange
ICE
$92B
$161M 0.06%
953,123
+78,440
FTNT icon
213
Fortinet
FTNT
$60.6B
$160M 0.06%
1,906,276
+350,088
SBUX icon
214
Starbucks
SBUX
$97.1B
$160M 0.06%
1,888,905
+326,151
NKE icon
215
Nike
NKE
$100B
$159M 0.06%
2,285,318
-651,662
DSGX icon
216
Descartes Systems
DSGX
$7.8B
$159M 0.06%
1,683,790
+5,317
BX icon
217
Blackstone
BX
$116B
$158M 0.06%
922,139
+67,163
TMUS icon
218
T-Mobile US
TMUS
$219B
$157M 0.06%
656,863
+142,256
SPG icon
219
Simon Property Group
SPG
$59.4B
$157M 0.06%
836,879
+196,119
CI icon
220
Cigna
CI
$74B
$154M 0.06%
533,564
+138,739
APO icon
221
Apollo Global Management
APO
$85.2B
$153M 0.06%
1,149,775
+109,958
AOS icon
222
A.O. Smith
AOS
$9.57B
$152M 0.06%
112,929
+9,683
DUK icon
223
Duke Energy
DUK
$90.8B
$151M 0.06%
1,220,536
-446,843
ORLY icon
224
O'Reilly Automotive
ORLY
$80.3B
$150M 0.06%
1,390,530
+143,182
COF icon
225
Capital One
COF
$152B
$150M 0.06%
704,635
+58,376