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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.330 | 1.330 | 0.000 |
Stocks | 98.670 | 98.670 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.172 | 16.946 |
Price to Book | 2.326 | 3.046 |
Price to Sales | 1.484 | 2.102 |
Price to Cash Flow | 9.586 | 12.173 |
Dividend Yield | 2.799 | 2.611 |
5 Years Earnings Growth | 9.072 | 9.976 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.490 | 22.329 |
Industrials | 16.940 | 12.059 |
Technology | 11.840 | 13.136 |
Energy | 9.620 | 7.848 |
Healthcare | 9.270 | 11.992 |
Consumer Defensive | 7.230 | 9.260 |
Real Estate | 5.210 | 5.222 |
Communication Services | 4.650 | 6.090 |
Consumer Cyclical | 4.380 | 10.469 |
Utilities | 4.030 | 3.535 |
Basic Materials | 2.350 | 4.086 |
Number of long holdings: 118
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
RBC | CA7800871021 | 2.64 | 105.69 | -0.25% | |
Exxon Mobil | US30231G1022 | 2.33 | 114.99 | -0.42% | |
Toronto Dominion Bank | CA8911605092 | 2.03 | 76.00 | -1.05% | |
Motorola | US6200763075 | 2.00 | 367.63 | -0.93% | |
Walmart | US9311421039 | 1.95 | 65.16 | -0.13% | |
Microsoft | US5949181045 | 1.93 | 431.62 | +0.26% | |
UnitedHealth | US91324P1021 | 1.65 | 516.62 | -0.91% | |
Citigroup | US1729674242 | 1.61 | 63.77 | -0.08% | |
Brookfield Corp | - | 1.60 | - | - | |
Chubb | CH0044328745 | 1.59 | 266.10 | -0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO US Equity F | 1.11B | 10.88 | 11.85 | 12.95 | ||
BMO North American Dividend F | 461.61M | 7.48 | 7.90 | 9.19 | ||
BMO Emerging Markets Advisor | 360.94M | 3.07 | -6.09 | 2.24 | ||
BMO Emerging Markets F | 360.94M | 3.56 | -4.73 | 3.72 | ||
BMO US Dollar Equity Index A | 187.22M | 5.65 | 6.73 | 10.86 |
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