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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.480 | 2.510 | 0.030 |
Shares | 97.290 | 97.290 | 0.000 |
Bonds | 0.240 | 0.240 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.989 | 27.988 |
Price to Book | 6.184 | 6.635 |
Price to Sales | 4.502 | 4.180 |
Price to Cash Flow | 18.281 | 18.406 |
Dividend Yield | 0.829 | 0.710 |
5 Years Earnings Growth | 13.331 | 14.860 |
Name | Net % | Category Average |
---|---|---|
Technology | 50.090 | 38.664 |
Communication Services | 15.590 | 11.185 |
Consumer Cyclical | 12.610 | 14.131 |
Healthcare | 6.420 | 12.770 |
Consumer Defensive | 6.290 | 3.791 |
Industrials | 4.840 | 7.239 |
Basic Materials | 1.620 | 1.905 |
Utilities | 1.240 | 1.026 |
Financial Services | 0.520 | 9.277 |
Energy | 0.500 | 1.858 |
Real Estate | 0.290 | 1.675 |
Number of long holdings: 104
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.47 | - | - | |
Apple Inc | - | 7.17 | - | - | |
NVIDIA Corp | - | 6.12 | - | - | |
Amazon.com Inc | - | 5.08 | - | - | |
Meta Platforms Inc Class A | - | 4.60 | - | - | |
Broadcom Inc | - | 4.30 | - | - | |
Alphabet Inc Class A | - | 2.41 | - | - | |
Alphabet Inc Class C | - | 2.34 | - | - | |
Tesla | US88160R1014 | 2.30 | 176.18 | -1.07% | |
Costco Wholesale Corp | - | 2.27 | - | - |
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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