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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.530 | 2.530 | 0.000 |
Stocks | 58.860 | 58.860 | 0.000 |
Bonds | 38.320 | 38.320 | 0.000 |
Preferred | 0.290 | 0.290 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.956 | 18.170 |
Price to Book | 5.491 | 3.073 |
Price to Sales | 2.815 | 2.061 |
Price to Cash Flow | 16.085 | 11.914 |
Dividend Yield | 0.878 | 2.016 |
5 Years Earnings Growth | 14.121 | 11.271 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.660 | 22.912 |
Financial Services | 12.750 | 14.975 |
Healthcare | 12.410 | 13.338 |
Communication Services | 11.580 | 7.261 |
Industrials | 10.930 | 10.860 |
Consumer Cyclical | 9.590 | 10.003 |
Consumer Defensive | 3.910 | 6.272 |
Real Estate | 2.380 | 3.509 |
Energy | 2.290 | 5.545 |
Utilities | 1.490 | 3.104 |
Basic Materials | 1.010 | 3.524 |
Number of long holdings: 503
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.94 | 446.95 | -1.30% | |
NVIDIA | US67066G1040 | 3.58 | 123.50 | -0.40% | |
Apple | US0378331005 | 3.20 | 210.61 | -1.63% | |
Alphabet C | US02079K1079 | 3.18 | 183.42 | -1.84% | |
Amazon.com | US0231351067 | 2.85 | 193.25 | -2.33% | |
Federal National Mortgage Association 4% | - | 2.34 | - | - | |
Federal National Mortgage Association 5% | - | 2.34 | - | - | |
AbbVie | US00287Y1091 | 1.59 | 171.39 | +1.42% | |
Visa A | US92826C8394 | 1.51 | 262.47 | -1.55% | |
Eli Lilly | US5324571083 | 1.48 | 905.38 | -0.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Balanced Portfolio Class I | 257.45M | 8.50 | 4.98 | 7.97 |
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