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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.07 | 0.07 | 0.00 |
Shares | 99.93 | 99.93 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.28 | 20.27 |
Price to Book | 5.17 | 3.93 |
Price to Sales | 3.81 | 2.60 |
Price to Cash Flow | 17.17 | 13.96 |
Dividend Yield | 1.11 | 1.55 |
5 Years Earnings Growth | 11.95 | 11.12 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.76 | 27.98 |
Financial Services | 14.86 | 14.97 |
Communication Services | 13.01 | 8.51 |
Consumer Cyclical | 11.50 | 10.46 |
Healthcare | 11.29 | 12.50 |
Industrials | 7.08 | 9.57 |
Consumer Defensive | 5.70 | 6.24 |
Energy | 2.97 | 3.89 |
Basic Materials | 2.01 | 2.37 |
Utilities | 0.82 | 2.74 |
Number of long holdings: 139
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.80 | 209.28 | +0.44% | |
Microsoft | US5949181045 | 5.92 | 391.85 | +1.17% | |
NVIDIA | US67066G1040 | 5.85 | 111.01 | +4.30% | |
Amazon.com | US0231351067 | 5.17 | 188.99 | +1.31% | |
Meta Platforms | US30303M1027 | 4.84 | 547.27 | +2.65% | |
Alphabet A | US02079K3059 | 2.50 | 161.96 | +1.68% | |
Alphabet C | US02079K1079 | 2.47 | 163.85 | +1.47% | |
JPMorgan | US46625H1005 | 2.23 | 243.55 | -0.45% | |
Eli Lilly | US5324571083 | 1.90 | 884.54 | +2.89% | |
Berkshire Hathaway B | US0846707026 | 1.89 | 530.96 | -0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.29B | -4.64 | 5.74 | 10.84 | ||
Eaton Vance Atlanta Capital SMID R6 | 5.49B | -4.61 | 5.81 | 10.93 | ||
Eaton Vance National Municipal IncI | 3.22B | -0.98 | 1.76 | 2.67 | ||
Eaton Vance Glbl Macro Cptl Opps I | 1.43B | 4.21 | 10.14 | 6.83 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.38B | -3.90 | 9.76 | 12.34 |
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