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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
1W: -1.2% 1M: -6.4% 3M: -6.1% YTD: -4.5% 1Y: +12.2% 3Y: +43.1% 5Y: +38.8%
$14.61
-0.10 (-0.68%)
After Hours: $14.90 (+0.29, +1.98%)
Weekly Expected Move ±2.5%
$13 $14 $14 $14 $15
ETF NYSE · AUM $429.2M
ETF-Level Metrics
AUM$429M
Holdings140
Top 10 Wt43.2%
Beta0.94
% Profitable85%
Coverage100%
Portfolio Valuation
P/E294.0
P/B101.0
P/S72.9
EV/EBITDA21.7
P/FCF381.5
PEG10.75
Profitability & Returns
Gross Margin53.2%
Net Margin24.8%
ROE38.0%
ROA12.6%
ROIC33.2%
Div Yield1.21%
Leverage & Liquidity
Debt/Equity0.50
Debt/Assets0.17
Net Debt/EBITDA-0.1x
Interest Cov12.7x
Current Ratio1.30
Quick Ratio1.23
Growth (YoY)
Revenue+15.9%
Net Income+27.8%
EPS+34.7%
FCF+28.9%
EBITDA+24.7%
Rev CAGR 3Y+15.8%
Quality Scores
Piotroski F7.0
Altman Z16.90
IS Quality78.1
IS Overall64.0
IS Value46.2
Median P/E25.1

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 21 37.9% 20.7
Financial Services 21 14.2% 18.4
Consumer Cyclical 13 10.9% 58.7
Healthcare 17 8.7% 30.6
Communication Services 7 7.6% 14.4
Industrials 22 7.3% 44.3
Consumer Defensive 11 4.6% 34.1
Utilities 9 3.2% 29.1
Energy 8 3.1% 22.9
Real Estate 5 1.9% 24.1
Basic Materials 6 1.5% 31.6
Other 13 -0.8%

Smart Money Overlap

29 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 3.26% 4 Bullish 1 10 -2.2%
META Meta Platforms, Inc. 2.94% 4 Bullish 42 14 -3.2%
JPM JPMorgan Chase & Co. 2.15% 4 Bullish 14 9 +0.2%
NFLX Netflix, Inc. 1.34% 4 Bullish 71 13 +3.2%
HD The Home Depot, Inc. 1.25% 4 Bullish 11 11 -3.3%
CSCO Cisco Systems, Inc. 0.98% 4 Bullish 5 6 +0.1%
JNJ Johnson & Johnson 0.87% 4 Bullish 12 2 +0.4%
ABBV AbbVie Inc. 0.84% 4 Bullish 15 1 -4.0%
GEV GE Vernova Inc. 0.75% 4 Bullish 8 7 +2.9%
HON Honeywell International Inc. 0.69% 4 Bullish 11 3 -4.2%
EMR Emerson Electric Co. 0.64% 4 Bullish 10 1 +3.0%
STT State Street Corporation 0.58% 4 Bullish 1 1 +2.9%
VRSN VeriSign, Inc. 0.55% 4 Bullish 3 1 +14.0%
FITB Fifth Third Bancorp 0.54% 4 Bullish 2 1 +4.5%
PEG Public Service Enterprise Group Incorporated 0.53% 4 Bullish 17 1 -4.4%
MRK Merck & Co., Inc. 0.52% 4 Bullish 11 2 +2.1%
DIS The Walt Disney Company 0.51% 4 Bullish 29 3 +0.3%
CVS CVS Health Corporation 0.42% 4 Bullish 26 2 +2.3%
WMT Walmart Inc. 0.36% 4 Bullish 22 3 +1.2%
EOG EOG Resources, Inc. 0.34% 4 Bullish 21 1 +26.6%
Showing 50 of 153 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corp NVDA 8.63% $40.7M 218,111 35.9 $4.3T Technology
2 Microsoft Corp MSFT 7.44% $35.1M 67,692 23.3 $2.8T Technology
3 Apple Inc AAPL.NE 7.35% $34.6M 136,000 32.0 $5.1T Technology
4 Amazon.com Inc AMZN 4.28% $20.2M 91,831 28.9 $2.3T Consumer Cyclical
5 Broadcom Inc AVGO 3.26% $15.4M 46,643 59.7 $1.5T Technology
6 Meta Platforms Inc META 2.94% $13.9M 18,873 24.0 $1.4T Communication Services
7 Alphabet Inc GOOGL.SW 2.88% $13.6M 55,784 27.0 $2.9T Technology
8 Berkshire Hathaway Inc BRK-B 2.18% $10.3M 20,415 15.4 $1.0T Financial Services
9 Alphabet Inc GOOG 2.15% $10.1M 41,568 27.0 $3.6T Communication Services
10 JPMorgan Chase & Co JPM 2.15% $10.1M 32,092 14.4 $794.5B Financial Services
11 Tesla Inc TSLA 2.13% $10.1M 22,603 307.1 $1.4T Consumer Cyclical
12 Netflix Inc NFLX 1.34% $6.3M 5,272 38.0 $418.1B Communication Services
13 Mastercard Inc MA.NE 1.31% $6.2M 10,833 29.6 $582.8B Financial Services
14 Palantir Technologies Inc PLTR 1.30% $6.1M 33,627 218.1 $340.2B Technology
15 Home Depot Inc/The HD 1.25% $5.9M 14,515 22.6 $320.3B Consumer Cyclical
16 Oracle Corp ORCL 1.13% $5.3M 18,919 25.8 $421.0B Technology
17 Visa Inc V.BA 1.00% $4.7M 13,804 27.7 $811.1T Financial Services
18 Cisco Systems Inc CSCO 0.98% $4.6M 67,328 28.2 $312.2B Technology
19 Bank of America Corp BAC 0.94% $4.5M 86,352 11.9 $354.4B Financial Services
20 UnitedHealth Group Inc UNH.BA 0.94% $4.4M 12,816 20.9 $370.0T Healthcare
21 Abbott Laboratories ABT.SW 0.92% $4.4M 32,539 27.5 $146.8B Healthcare
22 Johnson & Johnson JNJ 0.87% $4.1M 22,195 22.0 $585.7B Healthcare
23 American Express Co AXP 0.86% $4.1M 12,228 19.0 $206.1B Financial Services
24 McDonald's Corp MCD 0.85% $4.0M 13,255 25.6 $219.2B Consumer Cyclical
25 AbbVie Inc ABBV 0.84% $4.0M 17,192 88.0 $369.2B Healthcare
26 Philip Morris International Inc PMI.SW 0.83% $3.9M 24,209 21.7 $210.2B Consumer Defensive
27 Booking Holdings Inc BKNG 0.78% $3.7M 681 25.2 $135.2B Consumer Cyclical
28 Thermo Fisher Scientific Inc TMO 0.76% $3.6M 7,424 27.5 $182.6B Healthcare
29 GE Vernova Inc GEV 0.75% $3.6M 5,780 50.0 $243.8B Utilities
30 S&P Global Inc SPGI 0.72% $3.4M 7,020 29.1 $130.6B Financial Services
31 Northrop Grumman Corp NOC 0.72% $3.4M 5,607 24.0 $99.7B Industrials
32 Analog Devices Inc ADI 0.72% $3.4M 13,879 57.5 $155.4B Technology
33 Stryker Corp SYK 0.72% $3.4M 9,219 39.1 $126.9B Healthcare
34 Coca-Cola Co/The KO 0.72% $3.4M 50,990 25.2 $330.0B Consumer Defensive
35 Honeywell International Inc HON 0.69% $3.2M 15,358 28.4 $145.9B Industrials
36 Norfolk Southern Corp NSC 0.67% $3.2M 10,573 22.5 $64.7B Industrials
37 Marathon Petroleum Corp MPC 0.67% $3.2M 16,374 17.9 $71.2B Energy
38 Applied Materials Inc AMAT 0.67% $3.1M 15,313 35.3 $276.5B Technology
39 Emerson Electric Co EMR 0.64% $3.0M 22,993 32.0 $74.1B Industrials
40 Advanced Micro Devices Inc AMD 0.64% $3.0M 18,576 81.8 $354.6B Technology
41 Boeing Co/The BA 0.64% $3.0M 13,887 71.6 $163.5B Industrials
42 Sherwin-Williams Co/The SHW 0.63% $3.0M 8,639 30.5 $78.8B Basic Materials
43 Simon Property Group Inc SPG 0.63% $3.0M 15,882 13.3 $61.3B Real Estate
44 Eli Lilly & Co LLY 0.63% $3.0M 3,882 40.7 $884.0B Healthcare
45 Amgen Inc AMGN 0.63% $3.0M 10,483 24.3 $187.6B Healthcare
46 Marsh & McLennan Cos Inc MMC 0.62% $2.9M 14,405 20.4 $89.8B Financial Services
47 Capital One Financial Corp COF 0.61% $2.9M 13,481 40.1 $113.1B Financial Services
48 Chevron Corp CVX 0.59% $2.8M 17,964 32.2 $397.7B Energy
49 Allstate Corp/The ALL 0.58% $2.7M 12,782 5.3 $53.7B Financial Services
50 State Street Corp STT 0.58% $2.7M 23,543 12.4 $36.0B Financial Services

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms