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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.09 | 2.09 | 0.00 |
Shares | 97.91 | 97.91 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.50 | 15.70 |
Price to Book | 3.62 | 2.47 |
Price to Sales | 2.72 | 1.69 |
Price to Cash Flow | 13.10 | 10.42 |
Dividend Yield | 2.41 | 2.54 |
5 Years Earnings Growth | 14.31 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.26 | 12.58 |
Financial Services | 20.88 | 21.26 |
Industrials | 12.66 | 11.76 |
Healthcare | 11.01 | 15.39 |
Consumer Defensive | 7.87 | 8.55 |
Consumer Cyclical | 6.30 | 6.80 |
Energy | 6.16 | 7.50 |
Utilities | 4.33 | 5.32 |
Communication Services | 3.52 | 5.55 |
Real Estate | 2.01 | 3.51 |
Number of long holdings: 55
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.01 | 492.05 | -1.08% | |
JPMorgan | US46625H1005 | 3.13 | 290.41 | +0.17% | |
Broadcom | US11135F1012 | 3.12 | 264.74 | -3.96% | |
Coca-Cola | US1912161007 | 2.93 | 71.68 | +1.31% | |
Chevron | US1667641005 | 2.84 | 145.57 | +1.66% | |
J&J | US4781601046 | 2.83 | 155.90 | +2.06% | |
P&G | US7427181091 | 2.49 | 161.22 | +1.19% | |
ICE | US45866F1049 | 2.30 | 181.86 | -0.88% | |
Walmart | US9311421039 | 2.29 | 98.24 | +0.47% | |
Sempra Energy | US8168511090 | 2.24 | 76.18 | +0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.3B | -3.44 | 8.02 | 10.89 | ||
Eaton Vance Atlanta Capital SMID R6 | 5.5B | -3.40 | 8.10 | 10.98 | ||
Eaton Vance National Municipal IncI | 3.07B | -2.51 | 1.74 | 2.58 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.24B | 1.62 | 15.69 | 12.42 | ||
Eaton Vance Glbl Macro Cptl Opps I | 1.76B | 11.15 | 13.25 | 7.17 |
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