Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.330 | 0.330 | 0.000 |
Stocks | 99.670 | 99.670 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.404 | 21.468 |
Price to Book | 3.706 | 4.308 |
Price to Sales | 1.734 | 2.559 |
Price to Cash Flow | 12.935 | 14.308 |
Dividend Yield | 1.432 | 1.484 |
5 Years Earnings Growth | 13.749 | 11.629 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.580 | 24.783 |
Consumer Cyclical | 11.900 | 10.758 |
Financial Services | 11.770 | 16.320 |
Healthcare | 11.560 | 14.556 |
Communication Services | 10.620 | 8.423 |
Consumer Defensive | 8.400 | 7.272 |
Industrials | 7.460 | 9.693 |
Energy | 4.960 | 3.800 |
Real Estate | 2.070 | 2.293 |
Utilities | 1.040 | 3.078 |
Basic Materials | 0.640 | 3.136 |
Number of long holdings: 105
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.08 | 415.13 | +0.23% | |
NVIDIA | US67066G1040 | 5.57 | 1,096.33 | -0.82% | |
Apple | US0378331005 | 4.80 | 192.25 | +0.54% | |
Amazon.com | US0231351067 | 4.62 | 176.44 | -1.60% | |
Alphabet C | US02079K1079 | 2.78 | 173.96 | +0.21% | |
Alphabet A | US02079K3059 | 2.64 | 172.50 | +0.23% | |
Meta Platforms | US30303M1027 | 2.54 | 466.83 | +0.05% | |
Mastercard | US57636Q1040 | 1.86 | 447.07 | +1.12% | |
Citigroup | US1729674242 | 1.78 | 62.31 | +0.61% | |
Salesforce Inc | US79466L3024 | 1.71 | 234.44 | +7.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Dividend F | 8.68B | 2.37 | 5.41 | 7.57 | ||
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 Growth ETF Portfolio A | 3.55B | 4.71 | 3.98 | 6.14 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review