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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.960 | 1.960 | 0.000 |
Shares | 98.040 | 98.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.967 | 20.173 |
Price to Book | 4.048 | 3.871 |
Price to Sales | 2.707 | 2.566 |
Price to Cash Flow | 13.833 | 13.634 |
Dividend Yield | 1.537 | 1.576 |
5 Years Earnings Growth | 9.919 | 10.749 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.660 | 28.021 |
Financial Services | 14.030 | 14.978 |
Healthcare | 10.850 | 12.334 |
Consumer Cyclical | 10.530 | 10.347 |
Communication Services | 9.330 | 8.504 |
Industrials | 7.660 | 9.772 |
Consumer Defensive | 6.150 | 6.347 |
Energy | 3.180 | 3.790 |
Utilities | 2.570 | 2.699 |
Real Estate | 2.260 | 2.314 |
Basic Materials | 1.780 | 2.388 |
Number of long holdings: 508
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.44 | 201.08 | +0.04% | |
Microsoft | US5949181045 | 5.93 | 495.94 | -0.30% | |
NVIDIA | US67066G1040 | 5.39 | 157.75 | +1.76% | |
Amazon.com | US0231351067 | 3.51 | 223.30 | +2.85% | |
SPDR S&P 500 | US78462F1030 | 2.74 | 614.91 | +0.50% | |
Meta Platforms | US30303M1027 | 2.43 | 733.63 | +1.04% | |
Berkshire Hathaway B | US0846707026 | 1.97 | 485.68 | +0.13% | |
Alphabet A | US02079K3059 | 1.87 | 178.53 | +2.88% | |
Broadcom | US11135F1012 | 1.82 | 269.35 | -0.30% | |
Tesla | US88160R1014 | 1.59 | 323.63 | -0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 2.99B | -0.27 | 13.95 | 12.46 | ||
Calvert Equity I | 2.95B | 3.69 | 9.80 | 12.71 | ||
Calvert Equity A | 2.02B | 3.58 | 9.53 | 12.37 | ||
Calvert Small Cap I | 1.94B | -3.41 | 5.73 | 8.03 | ||
Calvert Emerging Markets Equity Fui | 897.52M | 10.04 | 4.49 | 4.16 |
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