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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.29 | 0.29 | 0.00 |
Stocks | 99.71 | 99.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.86 | 19.75 |
Price to Book | 4.16 | 3.71 |
Price to Sales | 2.69 | 2.37 |
Price to Cash Flow | 15.66 | 13.66 |
Dividend Yield | 1.27 | 1.60 |
5 Years Earnings Growth | 11.87 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.24 | 26.53 |
Financial Services | 13.60 | 14.26 |
Healthcare | 13.44 | 13.70 |
Consumer Cyclical | 11.44 | 10.26 |
Industrials | 9.96 | 10.16 |
Communication Services | 7.13 | 8.18 |
Consumer Defensive | 6.20 | 6.51 |
Basic Materials | 2.14 | 2.74 |
Utilities | 2.12 | 2.41 |
Energy | 0.48 | 4.44 |
Real Estate | 0.24 | 2.37 |
Number of long holdings: 776
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.67 | - | - | |
Apple Inc | - | 5.74 | - | - | |
NVIDIA Corp | - | 4.76 | - | - | |
Alphabet Inc Class A | - | 3.74 | - | - | |
Amazon.com Inc | - | 3.68 | - | - | |
Eli Lilly and Co | - | 1.55 | - | - | |
Broadcom Inc | - | 1.44 | - | - | |
JPMorgan Chase & Co | - | 1.37 | - | - | |
Tesla | US88160R1014 | 1.16 | 177.46 | +1.50% | |
UnitedHealth Group Inc | - | 1.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 1.03 | 5.25 | 13.26 | ||
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 | ||
Calvert Balanced A | 797.89M | 3.64 | 3.22 | 7.39 |
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