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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.310 | 1.490 | 0.180 |
Shares | 64.950 | 64.950 | 0.000 |
Bonds | 33.330 | 33.330 | 0.000 |
Convertible | 0.130 | 0.130 | 0.000 |
Preferred | 0.160 | 0.160 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.692 | 17.876 |
Price to Book | 2.517 | 2.840 |
Price to Sales | 1.542 | 1.851 |
Price to Cash Flow | 11.126 | 11.521 |
Dividend Yield | 2.389 | 2.126 |
5 Years Earnings Growth | 8.940 | 11.130 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.580 | 18.500 |
Industrials | 19.000 | 13.518 |
Technology | 13.140 | 18.026 |
Healthcare | 11.140 | 10.994 |
Consumer Cyclical | 10.240 | 10.759 |
Consumer Defensive | 6.130 | 8.270 |
Energy | 6.060 | 6.499 |
Basic Materials | 4.720 | 4.830 |
Communication Services | 2.920 | 5.992 |
Real Estate | 2.400 | 2.606 |
Utilities | 1.670 | 2.609 |
Number of long holdings: 526
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mawer International Equity Series O | - | 8.46 | - | - | |
BMO MSCI EAFE ETF | - | 5.62 | - | - | |
Mawer Global Small Cap Series O | - | 4.86 | - | - | |
BMO Government Bond ETF | - | 3.65 | - | - | |
Mawer Canadian Equity Series O | - | 3.19 | - | - | |
Mawer New Canada Series O | - | 2.72 | - | - | |
BlackRock CDN US Equity Index Class D | - | 2.40 | - | - | |
BMO S&P US Mid Cap ETF | - | 1.98 | - | - | |
iShares Core S&P Small-Cap ETF | - | 1.97 | - | - | |
Canadian Commercial Mortgage O Ccmot6 | - | 1.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Balanced Growth Portfolio F | 3.57B | 5.18 | 4.44 | 7.42 |
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