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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.40 | 19.73 |
Price to Book | 4.09 | 3.71 |
Price to Sales | 2.62 | 2.37 |
Price to Cash Flow | 15.22 | 13.65 |
Dividend Yield | 1.31 | 1.60 |
5 Years Earnings Growth | 11.65 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.85 | 26.55 |
Healthcare | 13.46 | 13.72 |
Financial Services | 13.31 | 14.25 |
Consumer Cyclical | 11.59 | 10.26 |
Industrials | 9.77 | 10.16 |
Communication Services | 6.97 | 8.18 |
Consumer Defensive | 6.22 | 6.51 |
Basic Materials | 2.12 | 2.74 |
Utilities | 2.05 | 2.40 |
Energy | 0.43 | 4.41 |
Real Estate | 0.23 | 2.38 |
Number of long holdings: 773
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.78 | 414.74 | +0.59% | |
Apple | US0378331005 | 6.28 | 183.05 | -0.69% | |
NVIDIA | US67066G1040 | 4.33 | 898.78 | +1.27% | |
Amazon.com | US0231351067 | 3.67 | 187.48 | -1.07% | |
Alphabet A | US02079K3059 | 3.56 | 168.65 | -0.77% | |
Eli Lilly | US5324571083 | 1.57 | 760.26 | -1.46% | |
Broadcom | US11135F1012 | 1.49 | 1,332.80 | +2.08% | |
Tesla | US88160R1014 | 1.33 | 168.47 | -2.04% | |
JPMorgan | US46625H1005 | 1.32 | 198.75 | +0.63% | |
Visa A | US92826C8394 | 1.12 | 280.63 | +0.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 1.03 | 5.25 | 13.26 | ||
Calvert Small Cap I | 2.26B | 0.24 | -0.04 | 8.61 | ||
Calvert Equity A | 2.16B | 0.95 | 4.99 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 1.18B | 2.02 | -9.27 | 3.73 | ||
Calvert Balanced A | 797.89M | 3.64 | 3.22 | 7.39 |
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