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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.33 | 1.33 | 0.00 |
Stocks | 98.67 | 98.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.33 | 15.50 |
Price to Book | 2.31 | 2.42 |
Price to Sales | 1.52 | 1.64 |
Price to Cash Flow | 8.43 | 10.22 |
Dividend Yield | 1.96 | 2.61 |
5 Years Earnings Growth | 11.69 | 9.63 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.73 | 20.41 |
Healthcare | 14.33 | 15.32 |
Technology | 13.09 | 12.71 |
Industrials | 12.04 | 11.77 |
Consumer Defensive | 8.47 | 8.57 |
Energy | 8.16 | 8.39 |
Consumer Cyclical | 7.67 | 6.43 |
Communication Services | 5.80 | 5.43 |
Utilities | 3.97 | 5.17 |
Real Estate | 3.91 | 3.72 |
Basic Materials | 1.83 | 3.80 |
Number of long holdings: 82
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.08 | 116.04 | +2.88% | |
Wells Fargo&Co | US9497461015 | 2.77 | 55.99 | -0.72% | |
Walmart | US9311421039 | 2.57 | 79.86 | -0.08% | |
American Express | US0258161092 | 2.28 | 271.07 | +1.09% | |
Citigroup | US1729674242 | 2.19 | 61.86 | +0.24% | |
EOG Resources | US26875P1012 | 1.99 | 122.60 | +1.85% | |
Salesforce Inc | US79466L3024 | 1.92 | 276.56 | +0.29% | |
AMD | US0079031078 | 1.84 | 164.20 | -1.96% | |
Elevance Health | US0367521038 | 1.82 | 524.53 | +0.82% | |
The Charles Schwab | US8085131055 | 1.79 | 64.36 | +0.82% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Pyrford International Stock I | 225.55M | -0.43 | 4.45 | 3.83 | ||
BMO Ultra Short Tax-Free I | 74.42M | 0.42 | 1.26 | 1.15 | ||
BMO Large-Cap Growth I | 37.62M | 9.70 | 12.90 | 14.76 | ||
BMO Small-Cap Growth I | 2.74M | 4.51 | -1.73 | 5.17 |
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