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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 0.17 | 0.00 |
Stocks | 99.83 | 99.83 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.70 | 20.17 |
Price to Book | 4.20 | 3.77 |
Price to Sales | 2.86 | 2.44 |
Price to Cash Flow | 15.87 | 13.77 |
Dividend Yield | 1.38 | 1.60 |
5 Years Earnings Growth | 12.29 | 11.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.61 | 27.53 |
Financial Services | 13.53 | 14.09 |
Healthcare | 12.39 | 13.51 |
Consumer Cyclical | 10.79 | 10.05 |
Industrials | 8.78 | 9.84 |
Communication Services | 6.84 | 8.23 |
Consumer Defensive | 5.89 | 6.34 |
Real Estate | 3.14 | 2.36 |
Basic Materials | 2.61 | 2.65 |
Utilities | 1.96 | 2.56 |
Energy | 0.46 | 4.31 |
Number of long holdings: 791
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.83 | 226.89 | +0.19% | |
Microsoft | US5949181045 | 6.15 | 428.18 | -1.23% | |
NVIDIA | US67066G1040 | 5.55 | 121.26 | +4.30% | |
Alphabet A | US02079K3059 | 3.88 | 162.31 | +0.28% | |
Amazon.com | US0231351067 | 3.55 | 192.78 | -0.57% | |
Broadcom | US11135F1012 | 1.60 | 174.56 | +0.94% | |
Eli Lilly | US5324571083 | 1.48 | 921.52 | +0.33% | |
Tesla | US88160R1014 | 1.45 | 252.55 | +1.02% | |
JPMorgan | US46625H1005 | 1.34 | 211.18 | -0.12% | |
UnitedHealth | US91324P1021 | 1.20 | 573.28 | -0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.81B | 10.95 | 4.79 | 13.62 | ||
Calvert US Large Cap Core Rspnb I | 2.91B | 18.22 | 7.18 | 12.97 | ||
Calvert Small Cap I | 2.31B | 10.69 | 2.73 | 9.28 | ||
Calvert Equity A | 2.23B | 10.77 | 4.53 | 13.26 | ||
Calvert Emerging Markets Equity Fui | 1.08B | 8.16 | -6.73 | 3.30 |
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