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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.790 | 1.790 | 0.000 |
Stocks | 64.890 | 64.920 | 0.030 |
Bonds | 14.810 | 15.420 | 0.610 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 18.460 | 18.480 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.891 | 17.717 |
Price to Book | 2.428 | 2.814 |
Price to Sales | 1.687 | 1.824 |
Price to Cash Flow | 12.325 | 11.530 |
Dividend Yield | 2.049 | 2.123 |
5 Years Earnings Growth | 11.836 | 10.756 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.660 | 18.063 |
Financial Services | 16.550 | 18.466 |
Industrials | 12.450 | 13.509 |
Healthcare | 10.240 | 10.976 |
Consumer Cyclical | 9.920 | 10.871 |
Communication Services | 7.590 | 5.940 |
Consumer Defensive | 6.110 | 8.221 |
Energy | 4.130 | 6.385 |
Real Estate | 3.560 | 2.645 |
Basic Materials | 3.190 | 4.734 |
Utilities | 2.590 | 2.621 |
Number of long holdings: 36
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Global Equity I | - | 32.93 | - | - | |
Bmo Canadian Equity Fund Institutional Series I | - | 15.84 | - | - | |
BMO MSCI EAFE ETF | - | 5.65 | - | - | |
BMO Core Plus Bond I | - | 5.40 | - | - | |
BMO International Equity F | - | 4.36 | - | - | |
BMO S&P 500 ETF (CAD) | - | 4.08 | - | - | |
BMO Global Innovators A | - | 3.86 | - | - | |
BMO Emerging Markets A | - | 3.79 | - | - | |
BMO Growth Opportunities I | - | 3.09 | - | - | |
BMO Canadian Smart Alpha Equity I | - | 2.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Dividend T5 | 8.68B | 2.00 | 4.27 | 6.40 | ||
BMO Dividend A | 8.68B | 2.00 | 4.26 | 6.45 | ||
BMO Dividend Advisor | 8.68B | 2.00 | 4.26 | 6.38 | ||
BMO Dividend F | 8.68B | 2.37 | 5.41 | 7.57 | ||
BMO Growth ETF Portfolio Advisor | 3.55B | 4.71 | 3.98 | 6.14 |
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