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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.17 | 2.17 | 0.00 |
Shares | 59.22 | 59.22 | 0.00 |
Bonds | 38.26 | 38.26 | 0.00 |
Preferred | 0.34 | 0.34 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.38 | 18.15 |
Price to Book | 5.70 | 3.08 |
Price to Sales | 3.42 | 2.06 |
Price to Cash Flow | 17.35 | 11.93 |
Dividend Yield | 0.89 | 2.01 |
5 Years Earnings Growth | 14.38 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.11 | 22.92 |
Healthcare | 13.45 | 13.37 |
Financial Services | 12.80 | 14.97 |
Industrials | 10.84 | 10.85 |
Communication Services | 10.29 | 7.19 |
Consumer Cyclical | 9.91 | 10.09 |
Consumer Defensive | 4.15 | 6.31 |
Energy | 2.02 | 5.45 |
Real Estate | 1.99 | 3.56 |
Basic Materials | 1.50 | 3.52 |
Utilities | 0.96 | 3.04 |
Number of long holdings: 553
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.11 | 423.08 | +1.75% | |
Apple | US0378331005 | 3.53 | 189.72 | +1.22% | |
NVIDIA | US67066G1040 | 3.19 | 946.30 | +3.58% | |
Amazon.com | US0231351067 | 3.06 | 185.99 | -0.58% | |
Alphabet C | US02079K1079 | 2.73 | 173.88 | +1.13% | |
Federal National Mortgage Association 5% | - | 2.23 | - | - | |
Federal National Mortgage Association 4% | - | 2.14 | - | - | |
United States Treasury Notes 1.875% | - | 2.02 | - | - | |
AbbVie | US00287Y1091 | 1.67 | 163.79 | +1.36% | |
Eli Lilly | US5324571083 | 1.54 | 787.24 | +3.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 1.03 | 5.25 | 13.26 | ||
Calvert US Large Cap Core Rspnb I | 2.59B | 5.42 | 6.04 | 12.54 | ||
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 |
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