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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 0.15 | 0.00 |
Shares | 99.85 | 99.85 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.47 | 19.01 |
Price to Book | 3.95 | 3.61 |
Price to Sales | 2.49 | 2.28 |
Price to Cash Flow | 14.79 | 13.15 |
Dividend Yield | 1.35 | 1.66 |
5 Years Earnings Growth | 10.95 | 11.34 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.42 | 26.38 |
Healthcare | 13.75 | 13.89 |
Financial Services | 13.48 | 14.15 |
Consumer Cyclical | 11.20 | 10.29 |
Industrials | 9.53 | 10.10 |
Communication Services | 7.41 | 8.10 |
Consumer Defensive | 6.33 | 6.62 |
Utilities | 2.13 | 2.44 |
Basic Materials | 2.10 | 2.76 |
Energy | 0.43 | 4.44 |
Real Estate | 0.23 | 2.45 |
Number of long holdings: 775
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.84 | 420.72 | -0.17% | |
Apple | US0378331005 | 6.72 | 171.48 | -1.06% | |
Alphabet A | US02079K3059 | 3.78 | 150.93 | +0.04% | |
NVIDIA | US67066G1040 | 3.54 | 903.56 | +0.12% | |
Amazon.com | US0231351067 | 3.38 | 180.38 | +0.31% | |
Broadcom | US11135F1012 | 1.42 | 1,325.41 | +0.51% | |
Eli Lilly | US5324571083 | 1.41 | 777.96 | -0.03% | |
JPMorgan | US46625H1005 | 1.31 | 200.30 | +0.39% | |
Tesla | US88160R1014 | 1.30 | 175.79 | -2.25% | |
UnitedHealth | US91324P1021 | 1.22 | 494.70 | +0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 4B | 4.70 | 10.31 | 13.49 | ||
Calvert Small Cap I | 2.41B | 2.82 | 2.88 | 8.72 | ||
Calvert Equity A | 2.26B | 4.66 | 10.04 | 13.12 | ||
Calvert Emerging Markets Equity Fui | 1.43B | -0.98 | -10.52 | 3.68 | ||
Calvert Balanced A | 814.31M | 5.04 | 5.44 | 7.58 |
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