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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.070 | 2.070 | 0.000 |
Stocks | 97.930 | 97.930 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.055 | 18.487 |
Price to Book | 2.873 | 3.587 |
Price to Sales | 1.587 | 2.822 |
Price to Cash Flow | 10.761 | 13.535 |
Dividend Yield | 2.498 | 2.409 |
5 Years Earnings Growth | 9.447 | 9.491 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.490 | 20.128 |
Financial Services | 16.280 | 14.377 |
Healthcare | 12.760 | 16.079 |
Industrials | 10.510 | 10.141 |
Consumer Cyclical | 7.620 | 7.355 |
Consumer Defensive | 7.290 | 9.550 |
Energy | 6.140 | 6.155 |
Communication Services | 5.220 | 6.521 |
Real Estate | 4.370 | 2.981 |
Utilities | 3.280 | 4.753 |
Basic Materials | 1.040 | 2.873 |
Number of long holdings: 74
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.90 | 179.89 | -0.90% | |
Microsoft | US5949181045 | 3.08 | 418.16 | +0.35% | |
Hartford | US4165151048 | 2.71 | 122.00 | -0.27% | |
Philip Morris | US7181721090 | 2.69 | 120.21 | +0.06% | |
AbbVie | US00287Y1091 | 2.64 | 188.86 | +0.15% | |
Cisco | US17275R1023 | 2.55 | 56.76 | +0.64% | |
American Express | US0258161092 | 2.50 | 276.79 | -3.15% | |
NXP | NL0009538784 | 2.21 | 233.45 | +0.50% | |
T-Mobile US | US8725901040 | 2.20 | 223.21 | +0.57% | |
Qualcomm | US7475251036 | 2.16 | 170.92 | -0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO US Equity F | 1.17B | 23.92 | 13.33 | 13.31 | ||
BMO North American Dividend A | 491.72M | 16.94 | 7.97 | 7.92 | ||
BMO North American Dividend F | 491.72M | 18.27 | 9.73 | 9.67 | ||
BMO Emerging Markets Advisor | 216.36M | 11.72 | -3.48 | 2.58 | ||
BMO Emerging Markets F | 216.36M | 12.87 | -2.10 | 4.05 |
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