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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.24 | 0.24 | 0.00 |
Shares | 99.76 | 99.76 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.34 | 15.70 |
Price to Book | 2.77 | 2.47 |
Price to Sales | 2.30 | 1.69 |
Price to Cash Flow | 12.59 | 10.42 |
Dividend Yield | 2.07 | 2.54 |
5 Years Earnings Growth | 8.36 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.86 | 21.26 |
Industrials | 16.75 | 11.76 |
Healthcare | 15.85 | 15.39 |
Consumer Cyclical | 8.59 | 6.80 |
Technology | 8.50 | 12.58 |
Consumer Defensive | 7.10 | 8.55 |
Energy | 5.87 | 7.50 |
Utilities | 5.73 | 5.32 |
Communication Services | 3.86 | 5.55 |
Basic Materials | 3.45 | 3.40 |
Real Estate | 3.44 | 3.51 |
Number of long holdings: 71
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.61 | 296.00 | +1.37% | |
Charles Schwab | US8085131055 | 3.24 | 91.48 | +0.15% | |
Home Depot | US4370761029 | 3.13 | 371.68 | -0.05% | |
Chevron | US1667641005 | 2.65 | 148.37 | +0.26% | |
Sempra Energy | US8168511090 | 2.58 | 75.12 | +0.40% | |
PNC Financial | US6934751057 | 2.44 | 196.57 | +0.44% | |
Alphabet A | US02079K3059 | 2.41 | 179.53 | +0.50% | |
Stryker | US8636671013 | 2.32 | 395.28 | +0.89% | |
Ingersoll Rand | US45687V1061 | 2.32 | 86.98 | +0.50% | |
Micron | US5951121038 | 2.30 | 122.29 | +0.45% |
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 | 5.64B | -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 | 1.93B | 11.15 | 13.25 | 7.17 |
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