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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.40 | 19.63 |
Price to Book | 4.09 | 3.70 |
Price to Sales | 2.62 | 2.36 |
Price to Cash Flow | 15.22 | 13.57 |
Dividend Yield | 1.31 | 1.61 |
5 Years Earnings Growth | 11.65 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.85 | 26.58 |
Healthcare | 13.46 | 13.75 |
Financial Services | 13.31 | 14.22 |
Consumer Cyclical | 11.59 | 10.29 |
Industrials | 9.77 | 10.15 |
Communication Services | 6.97 | 8.16 |
Consumer Defensive | 6.22 | 6.51 |
Basic Materials | 2.12 | 2.74 |
Utilities | 2.05 | 2.39 |
Energy | 0.43 | 4.38 |
Real Estate | 0.23 | 2.38 |
Number of long holdings: 773
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.78 | 406.66 | +2.22% | |
Apple | US0378331005 | 6.28 | 183.36 | +5.97% | |
NVIDIA | US67066G1040 | 4.33 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 3.67 | 186.24 | +0.82% | |
Alphabet A | US02079K3059 | 3.56 | 167.21 | +0.35% | |
Eli Lilly | US5324571083 | 1.57 | 735.54 | -2.69% | |
Broadcom | US11135F1012 | 1.49 | 1,278.11 | +3.19% | |
Tesla | US88160R1014 | 1.33 | 181.14 | +0.63% | |
JPMorgan | US46625H1005 | 1.32 | 190.53 | -0.59% | |
Visa A | US92826C8394 | 1.12 | 268.47 | +0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 5.63 | 9.22 | 13.70 | ||
Calvert Small Cap I | 2.26B | 7.22 | 3.25 | 9.03 | ||
Calvert Equity A | 2.16B | 5.57 | 8.94 | 13.33 | ||
Calvert Emerging Markets Equity Fui | 1.18B | 2.09 | -9.22 | 3.73 | ||
Calvert Balanced A | 797.89M | 7.14 | 5.85 | 7.76 |
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