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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 13.610 | 13.610 | 0.000 |
Stocks | 86.390 | 86.390 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.181 | 17.677 |
Price to Book | 2.310 | 2.427 |
Price to Sales | 1.764 | 1.857 |
Price to Cash Flow | 11.216 | 9.248 |
Dividend Yield | 2.213 | 2.401 |
5 Years Earnings Growth | 7.512 | 10.481 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 16.740 | 13.174 |
Financial Services | 16.100 | 17.030 |
Technology | 15.360 | 16.843 |
Consumer Defensive | 14.470 | 10.726 |
Basic Materials | 7.950 | 4.391 |
Communication Services | 7.800 | 6.966 |
Industrials | 7.230 | 10.421 |
Consumer Cyclical | 6.060 | 10.491 |
Utilities | 5.030 | 4.606 |
Real Estate | 1.820 | 6.104 |
Energy | 1.440 | 5.290 |
Number of long holdings: 255
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.84 | - | - | |
JPMorgan Chase & Co | - | 2.14 | - | - | |
Apple Inc | - | 2.01 | - | - | |
Bank of America Corp | - | 1.71 | - | - | |
Johnson & Johnson | - | 1.69 | - | - | |
Nestle | CH0038863350 | 1.61 | 83.06 | -1.59% | |
Zoetis Inc Class A | - | 1.60 | - | - | |
Alphabet Inc A | - | 1.59 | - | - | |
Barrick Gold Corp | - | 1.41 | - | - | |
Roche Holding Participation | CH0012032048 | 1.32 | 276.30 | -0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.95B | 17.12 | 10.14 | 13.22 | ||
Eaton Vance Atlanta Capital SMID R6 | 5.88B | 17.17 | 10.21 | 13.31 | ||
Eaton Vance National Municipal IncI | 3.38B | 3.49 | 0.59 | 3.15 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.24B | 22.11 | 10.94 | 12.78 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.44B | 22.31 | 11.22 | 13.11 |
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