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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.780 | 1.800 | 0.020 |
Stocks | 64.950 | 64.960 | 0.010 |
Bonds | 14.630 | 15.900 | 1.270 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 18.600 | 18.620 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.095 | 17.875 |
Price to Book | 2.499 | 2.840 |
Price to Sales | 1.746 | 1.851 |
Price to Cash Flow | 12.559 | 11.521 |
Dividend Yield | 2.029 | 2.127 |
5 Years Earnings Growth | 12.228 | 11.141 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.630 | 18.018 |
Financial Services | 16.520 | 18.498 |
Industrials | 12.480 | 13.522 |
Healthcare | 10.300 | 10.993 |
Consumer Cyclical | 9.790 | 10.760 |
Communication Services | 7.590 | 5.994 |
Consumer Defensive | 6.120 | 8.271 |
Energy | 4.200 | 6.501 |
Real Estate | 3.530 | 2.604 |
Basic Materials | 3.210 | 4.834 |
Utilities | 2.640 | 2.608 |
Number of long holdings: 38
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Global Equity I | - | 33.24 | - | - | |
Bmo Canadian Equity Fund Institutional Series I | - | 15.93 | - | - | |
BMO MSCI EAFE ETF | - | 5.60 | - | - | |
BMO Core Plus Bond I | - | 5.36 | - | - | |
BMO International Equity F | - | 4.34 | - | - | |
BMO S&P 500 ETF (CAD) | - | 4.06 | - | - | |
BMO Global Innovators A | - | 3.96 | - | - | |
BMO Emerging Markets A | - | 3.65 | - | - | |
BMO Growth Opportunities I | - | 3.06 | - | - | |
BMO Canadian Smart Alpha Equity I | - | 2.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Dividend A | 8.53B | 5.64 | 5.02 | 6.71 | ||
BMO Dividend Advisor | 8.53B | 5.64 | 5.02 | 6.64 | ||
BMO Dividend F | 8.53B | 6.12 | 6.18 | 7.84 | ||
BMO Dividend T5 | 8.53B | 5.64 | 5.03 | 6.66 | ||
BMO Growth ETF Portfolio A | 3.59B | 7.76 | 4.72 | 6.30 |
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