
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.92 | 6.92 | 0.00 |
Shares | 57.13 | 57.13 | 0.00 |
Bonds | 35.64 | 35.64 | 0.00 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.23 | 0.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.61 | 18.85 |
Price to Book | 5.94 | 3.26 |
Price to Sales | 3.29 | 2.24 |
Price to Cash Flow | 18.15 | 12.34 |
Dividend Yield | 0.90 | 1.93 |
5 Years Earnings Growth | 11.65 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.56 | 24.37 |
Financial Services | 16.10 | 15.80 |
Healthcare | 10.97 | 12.65 |
Consumer Cyclical | 9.98 | 9.98 |
Communication Services | 8.61 | 7.57 |
Industrials | 7.45 | 10.25 |
Consumer Defensive | 5.08 | 6.03 |
Energy | 2.08 | 4.88 |
Real Estate | 1.98 | 3.38 |
Basic Materials | 1.13 | 3.15 |
Utilities | 1.05 | 3.23 |
Number of long holdings: 582
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.70 | 524.11 | -1.76% | |
NVIDIA | US67066G1040 | 4.18 | 173.72 | -2.33% | |
Federal National Mortgage Association 5.5% | - | 3.80 | - | - | |
Apple | US0378331005 | 3.30 | 202.38 | -2.50% | |
Federal National Mortgage Association 5% | - | 3.15 | - | - | |
Amazon.com | US0231351067 | 2.80 | 214.75 | -8.27% | |
Alphabet C | US02079K1079 | 2.67 | 189.95 | -1.51% | |
Broadcom | US11135F1012 | 1.95 | 288.64 | -1.72% | |
Visa A | US92826C8394 | 1.60 | 339.35 | -1.77% | |
Netflix | US64110L1061 | 1.29 | 1,158.60 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 3.13B | 4.73 | 19.09 | 13.16 | ||
Calvert Equity I | 2.94B | 5.32 | 12.57 | 12.96 | ||
Calvert Equity A | 2.04B | 5.18 | 12.29 | 12.63 | ||
Calvert Small Cap I | 1.94B | -2.25 | 8.28 | 7.93 | ||
Calvert Emerging Markets Equity Fui | 942.78M | 16.89 | 9.27 | 5.24 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review