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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 7.25 | 7.25 | 0.00 |
| Shares | 58.00 | 58.00 | 0.00 |
| Bonds | 34.47 | 34.47 | 0.00 |
| Convertible | 0.07 | 0.07 | 0.00 |
| Preferred | 0.21 | 0.21 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 27.23 | 19.17 |
| Price to Book | 6.02 | 3.32 |
| Price to Sales | 3.50 | 2.32 |
| Price to Cash Flow | 19.57 | 12.61 |
| Dividend Yield | 0.87 | 1.88 |
| 5 Years Earnings Growth | 12.00 | 10.80 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 37.95 | 24.88 |
| Financial Services | 15.04 | 15.72 |
| Consumer Cyclical | 10.08 | 10.08 |
| Communication Services | 9.46 | 7.79 |
| Healthcare | 8.89 | 12.23 |
| Industrials | 7.43 | 10.22 |
| Consumer Defensive | 4.58 | 5.93 |
| Real Estate | 2.36 | 3.23 |
| Energy | 2.12 | 4.76 |
| Basic Materials | 1.08 | 3.16 |
| Utilities | 0.99 | 3.24 |
Number of long holdings: 580
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Microsoft | US5949181045 | 4.93 | 523.61 | +0.59% | |
| NVIDIA | US67066G1040 | 4.90 | 186.26 | +2.25% | |
| Federal National Mortgage Association 5.5% | - | 3.67 | - | - | |
| Apple | US0378331005 | 3.56 | 262.82 | +1.25% | |
| Alphabet C | US02079K1079 | 3.14 | 260.51 | +2.67% | |
| Federal National Mortgage Association 5% | - | 3.06 | - | - | |
| Amazon.com | US0231351067 | 2.99 | 224.21 | +1.41% | |
| Broadcom | US11135F1012 | 2.13 | 354.13 | +2.86% | |
| Visa A | US92826C8394 | 1.49 | 347.38 | +0.41% | |
| Baker Hughes | US05722G1004 | 1.23 | 47.30 | -3.25% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Calvert US Large Cap Core Rspnb I | 3.22B | 12.33 | 23.74 | 14.81 | ||
| Calvert Equity I | 2.71B | 6.39 | 14.53 | 13.59 | ||
| Calvert Equity A | 1.99B | 6.19 | 14.24 | 13.26 | ||
| Calvert Small Cap I | 1.84B | -3.60 | 9.87 | 8.54 | ||
| Calvert Emerging Markets Equity Fui | 1B | 27.74 | 16.09 | 8.03 |
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