All data associated with HOLT Lens is provided for informational purposes only. You may not redistribute information displayed in or provided by HOLT Lens.

The following vendors provide company financial and market data that HOLT uses to calculate its metrics:

Fundamental Data

• S&P Global Market Intelligence - Capital IQ Financials
• S&P Global Market Intelligence - Compustat Fundamentals
• S&P Global Market Intelligence - SNL Fundamentals
• Refinitiv Worldscope
• PacificData Co., Ltd
• WiseFN
• BNY Mellon ADR data

Pricing

• IDC pricing data
• iVolatility volatility data

Earnings

• Refinitiv I/B/E/S
• Toyo Keizai earnings estimates

Industry

• S&P Global Market Intelligence – MSCI GICS
• NCREIF

M&A

• FactSet M&A data

ESG

• Refinitiv ESG
• ISS Management & Incentive and Carbon data
• Science Based Targets initiative (SBTi)
• Morningstar Sustainalytics

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