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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.850 | 2.850 | 0.000 |
Shares | 51.000 | 51.000 | 0.000 |
Bonds | 46.140 | 47.990 | 1.850 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.321 | 17.191 |
Price to Book | 2.523 | 2.686 |
Price to Sales | 1.685 | 1.947 |
Price to Cash Flow | 10.498 | 10.711 |
Dividend Yield | 2.925 | 2.344 |
5 Years Earnings Growth | 8.300 | 9.796 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 23.110 | 4.380 |
Technology | 20.730 | 17.101 |
Financial Services | 12.780 | 19.400 |
Healthcare | 9.190 | 9.999 |
Consumer Cyclical | 8.680 | 9.389 |
Consumer Defensive | 6.780 | 7.183 |
Utilities | 5.660 | 3.652 |
Communication Services | 4.140 | 7.113 |
Industrials | 3.820 | 12.009 |
Energy | 3.520 | 6.374 |
Basic Materials | 1.580 | 4.875 |
Number of long holdings: 809
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Low Volatility US Equity ETF (CAD) | - | 8.54 | - | - | |
Us 5yr Note (Cbt) Sep25 Xcbt 20250930 | - | 4.37 | - | - | |
Federal National Mortgage Association 5.5% | - | 1.70 | - | - | |
Broadcom | US11135F1012 | 1.69 | 275.65 | +2.34% | |
Philip Morris | US7181721090 | 1.11 | 182.13 | +0.61% | |
Microsoft | US5949181045 | 1.07 | 497.41 | +0.30% | |
Cisco | US17275R1023 | 0.98 | 69.38 | +1.06% | |
Exxon Mobil | US30231G1022 | 0.98 | 107.80 | -1.44% | |
Welltower | US95040Q1040 | 0.95 | 153.73 | +1.05% | |
Simon Property | US8288061091 | 0.94 | 160.76 | +0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO US Dollar Monthly Income A | 247.92M | 2.80 | 3.36 | 3.91 | ||
BMO US Dollar Monthly Income Adviso | 247.92M | 2.79 | 3.35 | 3.90 | ||
BMO US Dollar Monthly Income T5 | 247.92M | 2.79 | 3.32 | 3.88 | ||
BMO US Dollar Monthly Income T6 | 247.92M | 2.79 | 3.35 | 3.90 | ||
BMO US Dollar Balanced A | 201.98M | 0.84 | 6.16 | 5.13 |
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