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
$143B
AUM Growth
+$7.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,863
New
Increased
Reduced
Closed

Top Buys

1 +$750M
2 +$340M
3 +$325M
4
NVDA icon
NVIDIA
NVDA
+$246M
5
RY icon
Royal Bank of Canada
RY
+$232M

Top Sells

1 +$709M
2 +$512M
3 +$413M
4
MSFT icon
Microsoft
MSFT
+$306M
5
CNQ icon
Canadian Natural Resources
CNQ
+$277M

Sector Composition

1 Financials 26.37%
2 Technology 16.73%
3 Communication Services 9.45%
4 Industrials 9.11%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$482K ﹤0.01%
20,611
+542
2327
$482K ﹤0.01%
8,941
-8,889
2328
$481K ﹤0.01%
26,463
+1,938
2329
$479K ﹤0.01%
11,015
-13,983
2330
$475K ﹤0.01%
16,770
-11,291
2331
$475K ﹤0.01%
14,381
-773
2332
$475K ﹤0.01%
15,573
+4,506
2333
$474K ﹤0.01%
10,334
-8,342
2334
$474K ﹤0.01%
8,771
-437
2335
$474K ﹤0.01%
9,090
2336
$472K ﹤0.01%
+20,716
2337
$470K ﹤0.01%
30,856
-459,115
2338
$470K ﹤0.01%
18,279
+3,007
2339
$469K ﹤0.01%
11,764
-13,289
2340
$469K ﹤0.01%
4,841
+309
2341
$469K ﹤0.01%
66,597
-1,005
2342
$467K ﹤0.01%
9,432
+6,987
2343
$467K ﹤0.01%
73,750
-745
2344
$467K ﹤0.01%
8,115
-16,181
2345
$465K ﹤0.01%
11,893
2346
$465K ﹤0.01%
3,560
-186
2347
$464K ﹤0.01%
6,218
+716
2348
$463K ﹤0.01%
1,808
-629
2349
$462K ﹤0.01%
22,187
-20,280
2350
$461K ﹤0.01%
10,505
-582,095