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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 100.00 | 100.00 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 22.99 | 21.06 |
| Price to Book | 4.27 | 4.04 |
| Price to Sales | 2.89 | 2.75 |
| Price to Cash Flow | 14.52 | 14.22 |
| Dividend Yield | 1.40 | 1.50 |
| 5 Years Earnings Growth | 10.13 | 10.75 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 35.16 | 29.57 |
| Financial Services | 14.83 | 14.71 |
| Healthcare | 9.92 | 11.43 |
| Consumer Cyclical | 9.89 | 10.40 |
| Industrials | 9.65 | 9.67 |
| Communication Services | 7.63 | 9.04 |
| Consumer Defensive | 5.42 | 5.82 |
| Real Estate | 3.02 | 2.22 |
| Basic Materials | 2.26 | 2.43 |
| Utilities | 1.85 | 2.56 |
| Energy | 0.39 | 3.61 |
Number of long holdings: 788
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 7.04 | 186.26 | +2.25% | |
| Microsoft | US5949181045 | 6.39 | 523.61 | +0.59% | |
| Apple | US0378331005 | 5.98 | 262.82 | +1.25% | |
| Alphabet A | US02079K3059 | 4.07 | 259.92 | +2.70% | |
| Amazon.com | US0231351067 | 3.81 | 224.21 | +1.41% | |
| Broadcom | US11135F1012 | 2.47 | 354.13 | +2.86% | |
| JPMorgan | US46625H1005 | 1.56 | 300.44 | +2.00% | |
| Eli Lilly | US5324571083 | 1.19 | 825.45 | +0.54% | |
| Visa A | US92826C8394 | 1.14 | 347.38 | +0.41% | |
| Netflix | US64110L1061 | 0.99 | 1,094.69 | -1.70% |
| 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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