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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.18 | 0.18 | 0.00 |
Shares | 99.82 | 99.82 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.97 | 19.73 |
Price to Book | 4.64 | 3.71 |
Price to Sales | 3.06 | 2.37 |
Price to Cash Flow | 15.93 | 13.65 |
Dividend Yield | 1.20 | 1.60 |
5 Years Earnings Growth | 14.14 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.13 | 26.55 |
Financial Services | 13.51 | 14.25 |
Healthcare | 12.67 | 13.72 |
Communication Services | 11.34 | 8.18 |
Consumer Cyclical | 10.53 | 10.26 |
Industrials | 8.11 | 10.16 |
Consumer Defensive | 6.48 | 6.51 |
Energy | 3.52 | 4.41 |
Basic Materials | 1.97 | 2.74 |
Utilities | 0.93 | 2.40 |
Real Estate | 0.82 | 2.38 |
Number of long holdings: 189
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.98 | 414.74 | +0.59% | |
Apple | US0378331005 | 6.61 | 183.05 | -0.69% | |
Amazon.com | US0231351067 | 4.65 | 187.48 | -1.07% | |
NVIDIA | US67066G1040 | 4.44 | 898.78 | +1.27% | |
Meta Platforms | US30303M1027 | 3.55 | 476.20 | +0.16% | |
Alphabet C | US02079K1079 | 2.54 | 170.29 | -0.75% | |
Alphabet A | US02079K3059 | 2.20 | 168.65 | -0.77% | |
Eli Lilly | US5324571083 | 2.01 | 760.26 | -1.46% | |
JPMorgan | US46625H1005 | 1.78 | 198.75 | +0.63% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 412.06 | +0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 6.77B | 2.96 | 4.34 | 11.78 | ||
Eaton Vance Atlanta Capital SMID R6 | 4.64B | 2.98 | 4.41 | - | ||
Eaton Vance National Municipal IncI | 2.98B | -1.03 | -0.84 | 3.19 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2B | 6.54 | 7.14 | 11.91 | ||
Eaton Vance National Municipal IncA | 1.17B | -1.12 | -1.09 | 2.93 |
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