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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.990 | 7.990 | 0.000 |
Shares | 56.130 | 56.130 | 0.000 |
Bonds | 35.600 | 35.600 | 0.000 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.210 | 0.210 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.790 | 18.446 |
Price to Book | 5.759 | 3.223 |
Price to Sales | 3.597 | 2.208 |
Price to Cash Flow | 17.091 | 12.237 |
Dividend Yield | 0.916 | 1.937 |
5 Years Earnings Growth | 20.991 | 11.236 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.710 | 23.875 |
Financial Services | 17.220 | 15.863 |
Healthcare | 11.320 | 13.117 |
Consumer Cyclical | 10.280 | 9.976 |
Communication Services | 8.960 | 7.489 |
Industrials | 7.780 | 10.128 |
Consumer Defensive | 5.110 | 6.061 |
Energy | 2.650 | 4.985 |
Real Estate | 2.070 | 3.397 |
Basic Materials | 1.180 | 3.179 |
Utilities | 0.730 | 3.215 |
Number of long holdings: 562
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.95 | 467.68 | +0.82% | |
Federal National Mortgage Association 5.5% | - | 3.92 | - | - | |
Apple | US0378331005 | 3.91 | 200.68 | -1.06% | |
NVIDIA | US67066G1040 | 3.46 | 139.99 | -1.36% | |
Federal National Mortgage Association 5% | - | 2.77 | - | - | |
Amazon.com | US0231351067 | 2.68 | 207.94 | +0.34% | |
Alphabet C | US02079K1079 | 2.63 | 169.81 | +0.25% | |
Baker Hughes | US05722G1004 | 1.48 | 37.15 | -0.38% | |
Broadcom | US11135F1012 | 1.48 | 259.95 | -0.43% | |
Visa A | US92826C8394 | 1.44 | 366.77 | -0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert VP SRI Balanced Portfolio | 407.02M | -2.92 | 8.90 | 7.86 |
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