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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.04 | 1.04 | 0.00 |
Stocks | 98.96 | 98.96 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.32 | 27.74 |
Price to Book | 7.81 | 6.59 |
Price to Sales | 3.92 | 4.15 |
Price to Cash Flow | 20.15 | 18.19 |
Dividend Yield | 0.48 | 0.72 |
5 Years Earnings Growth | 16.21 | 14.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.94 | 38.55 |
Consumer Cyclical | 14.10 | 14.11 |
Communication Services | 13.07 | 11.29 |
Healthcare | 12.53 | 12.77 |
Financial Services | 5.63 | 9.26 |
Industrials | 5.62 | 7.29 |
Consumer Defensive | 3.11 | 3.78 |
Energy | 0.54 | 1.88 |
Real Estate | 0.47 | 1.65 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.70 | 449.58 | +1.58% | |
Apple | US0378331005 | 7.37 | 218.40 | +2.78% | |
NVIDIA | US67066G1040 | 6.66 | 132.04 | +0.12% | |
Amazon.com | US0231351067 | 5.46 | 184.55 | +0.48% | |
Meta Platforms | US30303M1027 | 5.28 | 510.00 | +1.16% | |
Alphabet C | US02079K1079 | 4.04 | 179.48 | +0.62% | |
Mastercard | US57636Q1040 | 3.48 | 447.21 | +0.58% | |
AMD | US0079031078 | 2.63 | 159.05 | -0.36% | |
Eli Lilly | US5324571083 | 2.55 | 887.53 | +1.03% | |
Broadcom | US11135F1012 | 2.55 | 1,837.84 | +5.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Pyrford International Stock I | 253.37M | -0.43 | 4.45 | 3.83 | ||
BMO Large-Cap Value I | 118.06M | 3.42 | 9.31 | 8.54 | ||
BMO Ultra Short Tax-Free I | 89.21M | 0.42 | 1.26 | 1.15 | ||
BMO Small-Cap Growth I | 3.48M | 4.51 | -1.73 | 5.17 |
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