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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.54 | 3.54 | 0.00 |
Shares | 96.42 | 96.42 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.88 | 29.37 |
Price to Book | 6.21 | 7.45 |
Price to Sales | 4.93 | 4.93 |
Price to Cash Flow | 20.47 | 18.78 |
Dividend Yield | 0.98 | 0.71 |
5 Years Earnings Growth | 9.19 | 12.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.62 | 40.76 |
Financial Services | 22.55 | 9.63 |
Healthcare | 17.91 | 9.99 |
Industrials | 10.44 | 7.14 |
Basic Materials | 7.63 | 1.59 |
Consumer Cyclical | 6.21 | 14.09 |
Communication Services | 4.97 | 12.77 |
Real Estate | 3.80 | 1.43 |
Consumer Defensive | 2.87 | 3.48 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.81 | 506.69 | -0.58% | |
Alphabet C | US02079K1079 | 4.78 | 213.53 | +0.55% | |
Mastercard | US57636Q1040 | 4.63 | 595.29 | +0.81% | |
Visa A | US92826C8394 | 4.63 | 351.78 | +0.55% | |
Danaher | US2358511028 | 4.47 | 205.82 | +0.26% | |
Thermo Fisher Scientific | US8835561023 | 4.24 | 492.72 | +0.61% | |
Amphenol | US0320951017 | 4.09 | 108.86 | -2.75% | |
Intuit | US4612021034 | 4.08 | 667.00 | -0.18% | |
S&P Global | US78409V1044 | 3.96 | 548.44 | +0.16% | |
Verisk | US92345Y1064 | 3.78 | 268.12 | +0.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 3.16B | 6.85 | 16.19 | 13.17 | ||
Calvert Equity A | 2.02B | 5.27 | 8.92 | 12.41 | ||
Calvert Small Cap I | 1.88B | -4.47 | 4.40 | 7.72 | ||
Calvert Emerging Markets Equity Fui | 934.27M | 16.95 | 8.23 | 5.75 | ||
Calvert Balanced A | 918.48M | 5.87 | 11.70 | 8.48 |
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