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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.070 | 1.130 | 0.060 |
Stocks | 98.740 | 98.740 | 0.000 |
Bonds | 0.180 | 0.180 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.312 | 20.381 |
Price to Book | 4.438 | 3.977 |
Price to Sales | 2.942 | 2.627 |
Price to Cash Flow | 16.052 | 14.420 |
Dividend Yield | 1.388 | 1.531 |
5 Years Earnings Growth | 10.715 | 11.260 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.620 | 28.648 |
Financial Services | 13.430 | 14.446 |
Consumer Cyclical | 10.920 | 10.470 |
Healthcare | 10.580 | 12.368 |
Communication Services | 8.880 | 8.380 |
Industrials | 7.680 | 9.662 |
Consumer Defensive | 5.700 | 6.113 |
Energy | 3.440 | 3.843 |
Utilities | 2.640 | 2.793 |
Real Estate | 2.240 | 2.290 |
Basic Materials | 1.850 | 2.409 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.86 | 233.22 | +0.32% | |
NVIDIA | US67066G1040 | 6.46 | 128.68 | +3.08% | |
Microsoft | US5949181045 | 5.98 | 415.82 | +0.61% | |
Amazon.com | US0231351067 | 3.69 | 238.83 | +1.13% | |
Meta Platforms | US30303M1027 | 2.39 | 711.99 | +1.01% | |
Alphabet A | US02079K3059 | 1.88 | 191.60 | +0.14% | |
Tesla | US88160R1014 | 1.82 | 374.32 | -1.02% | |
SPDR S&P 500 | US78462F1030 | 1.80 | 606.32 | +0.35% | |
Berkshire Hathaway B | US0846707026 | 1.68 | 477.22 | +0.74% | |
Alphabet C | US02079K1079 | 1.56 | 193.31 | +0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.34B | 4.53 | 6.57 | 13.57 | ||
Calvert US Large Cap Core Rspnb I | 2.98B | 2.89 | 10.98 | 13.70 | ||
Calvert Small Cap I | 2.26B | 3.22 | 5.57 | 9.58 | ||
Calvert Equity A | 2.09B | 4.50 | 6.30 | 13.23 | ||
Calvert Emerging Markets Equity Fui | 940.29M | 1.45 | -4.14 | 3.98 |
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