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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.98 | 2.98 | 0.00 |
Shares | 96.98 | 96.98 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.45 | 28.57 |
Price to Book | 6.24 | 7.37 |
Price to Sales | 4.97 | 4.86 |
Price to Cash Flow | 21.52 | 19.21 |
Dividend Yield | 0.97 | 0.68 |
5 Years Earnings Growth | 10.04 | 13.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.99 | 39.82 |
Financial Services | 22.74 | 9.60 |
Healthcare | 18.73 | 10.64 |
Industrials | 9.27 | 6.88 |
Consumer Cyclical | 8.02 | 14.66 |
Basic Materials | 7.45 | 1.62 |
Communication Services | 5.07 | 12.79 |
Real Estate | 3.20 | 1.41 |
Consumer Defensive | 2.54 | 3.37 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 4.91 | 156.06 | -4.89% | |
Visa A | US92826C8394 | 4.87 | 342.85 | -2.00% | |
Thermo Fisher Scientific | US8835561023 | 4.83 | 500.16 | -2.25% | |
Mastercard | US57636Q1040 | 4.78 | 540.61 | -3.04% | |
Danaher | US2358511028 | 4.68 | 205.85 | -2.03% | |
Microsoft | US5949181045 | 4.36 | 378.80 | -3.02% | |
TJX | US8725401090 | 4.07 | 118.21 | -1.96% | |
S&P Global | US78409V1044 | 3.94 | 502.51 | -1.21% | |
Verisk | US92345Y1064 | 3.50 | 294.58 | -0.78% | |
Gartner | US3666511072 | 3.47 | 418.25 | -1.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 3.06B | 0.61 | 11.22 | 12.72 | ||
Calvert Small Cap I | 2.21B | 0.41 | 3.50 | 8.53 | ||
Calvert Equity A | 2.1B | 3.25 | 7.96 | 12.35 | ||
Calvert Balanced A | 910.02M | 1.19 | 8.17 | 7.98 | ||
Calvert Emerging Markets Equity Fui | 907.71M | 2.03 | -2.10 | 3.81 |
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