
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.07 | 3.07 | 0.00 |
Shares | 96.89 | 96.89 | 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 | 28.29 | 28.30 |
Price to Book | 6.25 | 7.27 |
Price to Sales | 4.96 | 4.79 |
Price to Cash Flow | 20.85 | 18.80 |
Dividend Yield | 1.02 | 0.69 |
5 Years Earnings Growth | 10.19 | 13.83 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.05 | 9.79 |
Technology | 22.12 | 39.77 |
Healthcare | 18.25 | 10.69 |
Industrials | 10.27 | 6.85 |
Basic Materials | 7.89 | 1.61 |
Consumer Cyclical | 7.20 | 14.53 |
Communication Services | 4.32 | 12.74 |
Real Estate | 3.58 | 1.40 |
Consumer Defensive | 2.31 | 3.41 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 5.05 | 522.87 | +2.66% | |
Visa A | US92826C8394 | 5.01 | 328.25 | +2.55% | |
Danaher | US2358511028 | 4.46 | 193.84 | +4.80% | |
Thermo Fisher Scientific | US8835561023 | 4.35 | 432.17 | +2.45% | |
Microsoft | US5949181045 | 4.24 | 363.96 | +1.35% | |
Alphabet C | US02079K1079 | 4.18 | 152.40 | +1.69% | |
S&P Global | US78409V1044 | 4.10 | 461.45 | +2.77% | |
Verisk | US92345Y1064 | 3.68 | 290.40 | +2.13% | |
Zoetis Inc | US98978V1035 | 3.55 | 148.95 | +1.43% | |
TJX | US8725401090 | 3.52 | 125.56 | +1.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 2.85B | -5.87 | 7.82 | 12.10 | ||
Calvert Equity A | 1.98B | -0.44 | 5.44 | 12.10 | ||
Calvert Small Cap I | 1.97B | -4.33 | 2.18 | 7.88 | ||
Calvert Emerging Markets Equity Fui | 897.29M | 2.90 | -0.76 | 3.93 | ||
Calvert Balanced A | 868.78M | -2.68 | 6.29 | 7.61 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review