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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.330 | 0.330 | 0.000 |
Shares | 99.670 | 99.670 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.404 | 21.466 |
Price to Book | 3.706 | 4.305 |
Price to Sales | 1.734 | 2.555 |
Price to Cash Flow | 12.935 | 14.430 |
Dividend Yield | 1.432 | 1.478 |
5 Years Earnings Growth | 13.749 | 11.617 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.580 | 24.808 |
Consumer Cyclical | 11.900 | 10.775 |
Financial Services | 11.770 | 16.316 |
Healthcare | 11.560 | 14.546 |
Communication Services | 10.620 | 8.405 |
Consumer Defensive | 8.400 | 7.266 |
Industrials | 7.460 | 9.660 |
Energy | 4.960 | 3.772 |
Real Estate | 2.070 | 2.305 |
Utilities | 1.040 | 3.056 |
Basic Materials | 0.640 | 3.133 |
Number of long holdings: 105
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.08 | 432.20 | +1.61% | |
NVIDIA | US67066G1040 | 5.57 | 947.93 | +0.01% | |
Apple | US0378331005 | 4.80 | 192.20 | +0.61% | |
Amazon.com | US0231351067 | 4.62 | 181.76 | -0.97% | |
Alphabet C | US02079K1079 | 2.78 | 178.98 | +0.29% | |
Alphabet A | US02079K3059 | 2.64 | 177.39 | +0.27% | |
Meta Platforms | US30303M1027 | 2.54 | 464.95 | -0.83% | |
Mastercard | US57636Q1040 | 1.86 | 456.15 | -0.76% | |
Citigroup | US1729674242 | 1.78 | 64.03 | +1.38% | |
Salesforce Inc | US79466L3024 | 1.71 | 286.90 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO North American Dividend A | 461.55M | 6.90 | 6.14 | 7.43 | ||
BMO North American Dividend F | 461.55M | 7.48 | 7.90 | 9.19 | ||
BMO Emerging Markets Advisor | 366.72M | 3.07 | -6.09 | 2.24 | ||
BMO Emerging Markets F | 366.72M | 3.56 | -4.73 | 3.72 | ||
BMO US Dollar Equity Index A | 186.51M | 5.65 | 6.73 | 10.86 |
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