BC
| |
BMO Canadian Small Cap Equity FundMutual Fund | |
| The Bank of Montreal | |
| Last update 2024-03-22 | 45 Stocks (5 new) |
| Value $172.00 Mil | Turnover 12 % |
| Portfolio Report | |
BMO Canadian Small Cap Equity Fund Investing Philosophy
In order to look for a fund that invests in smaller Canadian companies with high growth potential with medium investment risk
BMO Canadian Small Cap Equity ... Top Holdings of 2023-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSX:AND | Andlauer Healthcare Group Inc | 258,803 | 10696.000 | -3.00% | 6.220 | -0.17% | 0.630 | +1.42% | +1.07% | 1623.967 | Transportation | |
TSX:TSU | Trisura Group Ltd | 346,400 | 10437.000 | -3.21% | 6.070 | -0.16% | 0.730 | -7.61% | +22.91% | 1987.252 | Insurance | |
TSX:SVI | StorageVault Canada Inc | 1,866,626 | 8437.000 | -21.11% | 4.910 | -1.31% | 0.500 | -11.25% | -20.32% | 1552.358 | Real Estate | |
TSX:NOA | North American Construction Group Ltd | 272,800 | 8029.000 | -14.62% | 4.670 | -0.45% | 1.020 | -11.80% | -14.47% | 625.734 | Oil & Gas | |
TSX:CJT | Cargojet Inc | 78,300 | 7050.000 | +4.96% | 4.100 | +0.19% | 0.460 | +5.03% | +15.67% | 2208.677 | Transportation | |
TSX:DCBO | Docebo Inc | 122,900 | 6770.000 | -21.17% | 3.940 | -0.78% | 0.410 | +21.34% | +0.78% | 1949.592 | Software | |
TSX:PIF | Polaris Renewable Energy Inc | 464,400 | 6585.000 | -3.27% | 3.830 | -0.09% | 2.200 | -3.45% | -3.14% | 257.370 | Utilities - Independent Power Producers | |
TSX:PET | Pet Valu Holdings Ltd | 253,500 | 6183.000 | +8.24% | 3.600 | +0.27% | 0.350 | -9.46% | -12.07% | 1788.696 | Retail - Cyclical | |
TSX:PXT | Parex Resources Inc | 222,400 | 5669.000 | -18.08% | 3.300 | -0.53% | 0.220 | -38.05% | -46.69% | 1260.649 | Oil & Gas | |
TSX:EFN | Element Fleet Management Corp | 280,900 | 5475.000 | -27.75% | 3.190 | -0.82% | 0.070 | +10.75% | +37.23% | 11769.225 | Business Services |
BMO Canadian Small Cap Equity Fund's Historical Top Holdings Breakdowns
BMO Canadian Small Cap Equity Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSX:EQB | EQB Inc | 2023-09-30 | Add | +2.64% | 58.21 (C$70.05) 84.6 | C$107.51 | 53.48% | Add 1821.21% | 63,400 | 60,100 | |
TSXV:LMN | Lumine Group Inc | 2023-09-30 | New Buy | +2.16% | 18.23 (C$20.78) 23.02 | C$32.42 | 56.02% | New holding | 184,900 | 184,900 | |
TSX:DCM | DATA Communications Management Corp | 2023-09-30 | New Buy | +2.07% | 2.89 (C$3.08) 3.45 | C$2.85 | -7.47% | New holding | 1,203,500 | 1,203,500 | |
TSX:ALS | Altius Minerals Corp | 2023-09-30 | Reduce | -1.75% | 19.05 (C$21.37) 22.99 | C$26.79 | 25.36% | Reduce -55.67% | 141,600 | -177,800 | |
TSX:FOM | Foran Mining Corp | 2023-09-30 | Add | +1.73% | 3.11 (C$3.67) 4.25 | C$4.57 | 24.52% | Add 325.4% | 1,046,900 | 800,800 | |
TSX:ERO | Ero Copper Corp | 2023-09-30 | Reduce | -1.67% | 22.47 (C$26.37) 31.7 | C$26.84 | 1.78% | Reduce -80.72% | 38,900 | -162,900 | |
TSX:ACQ | AutoCanada Inc | 2023-09-30 | Sold Out | -1.38% | 19.34 (C$23.63) 27.1 | C$14.82 | -37.28% | Sold Out | 0 | -162,400 | |
TSX:ATS | ATS Corp | 2023-09-30 | Reduce | -1.35% | 51.84 (C$58.6) 64.16 | C$41.51 | -29.16% | Reduce -52.16% | 50,900 | -55,500 | |
TSX:PLC | Park Lawn Corp | 2023-09-30 | Reduce | -1.31% | 18.68 (C$23.99) 28.15 | C$26.48 | 10.38% | Reduce -30.75% | 246,800 | -109,600 | |
TSX:SVI | StorageVault Canada Inc | 2023-09-30 | Reduce | -1.31% | 4.41 (C$5.5) 6.2 | C$4.16 | -24.36% | Reduce -21.11% | 1,866,626 | -499,600 |
BMO Canadian Small Cap Equity Fund Total Holding History ($B)
BMO Canadian Small Cap Equity Fund's Asset Allocation
BMO Canadian Small Cap Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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BMO Canadian Small Cap Equity Fund's Hypothetical Growth since 2023-09-30
BMO Canadian Small Cap Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BMO Canadian Small Cap Equity Fund's Holdings Heat Map
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BMO Canadian Small Cap Equity Fund's Holdings Bubble Chart
BMO Canadian Small Cap Equity Fund News
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