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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.51 | 7.51 | 0.00 |
Shares | 57.89 | 57.89 | 0.00 |
Bonds | 34.30 | 34.30 | 0.00 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.22 | 0.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.10 | 19.29 |
Price to Book | 6.15 | 3.31 |
Price to Sales | 3.51 | 2.30 |
Price to Cash Flow | 19.27 | 12.51 |
Dividend Yield | 0.89 | 1.90 |
5 Years Earnings Growth | 12.35 | 10.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 38.44 | 24.72 |
Financial Services | 15.31 | 15.74 |
Consumer Cyclical | 10.20 | 10.07 |
Communication Services | 8.64 | 7.72 |
Healthcare | 8.18 | 12.29 |
Industrials | 7.69 | 10.26 |
Consumer Defensive | 4.69 | 5.99 |
Energy | 2.39 | 4.82 |
Real Estate | 2.30 | 3.21 |
Utilities | 1.13 | 3.23 |
Basic Materials | 1.05 | 3.14 |
Number of long holdings: 565
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.21 | 517.35 | +0.31% | |
NVIDIA | US67066G1040 | 5.03 | 187.62 | -0.67% | |
Federal National Mortgage Association 5.5% | - | 3.65 | - | - | |
Apple | US0378331005 | 3.26 | 258.02 | +0.35% | |
Amazon.com | US0231351067 | 3.16 | 219.51 | -1.30% | |
Federal National Mortgage Association 5% | - | 3.03 | - | - | |
Alphabet C | US02079K1079 | 2.85 | 246.45 | +0.01% | |
Broadcom | US11135F1012 | 2.16 | 338.37 | +0.06% | |
Visa A | US92826C8394 | 1.45 | 349.84 | +1.12% | |
Baker Hughes | US05722G1004 | 1.38 | 48.50 | +0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 3.22B | 9.03 | 18.68 | 14.08 | ||
Calvert Equity I | 2.71B | 6.82 | 11.51 | 13.47 | ||
Calvert Equity A | 1.99B | 6.64 | 11.24 | 13.14 | ||
Calvert Small Cap I | 1.84B | 0.35 | 8.24 | 8.74 | ||
Calvert Emerging Markets Equity Fui | 1B | 19.04 | 8.91 | 6.96 |
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