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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.55 | 1.55 | 0.00 |
Shares | 98.40 | 98.40 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.93 | 27.93 |
Price to Book | 5.76 | 6.65 |
Price to Sales | 4.51 | 4.15 |
Price to Cash Flow | 20.54 | 18.47 |
Dividend Yield | 0.98 | 0.72 |
5 Years Earnings Growth | 11.13 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.06 | 38.72 |
Financial Services | 20.70 | 9.29 |
Healthcare | 16.29 | 12.87 |
Consumer Cyclical | 9.05 | 14.20 |
Industrials | 8.69 | 7.18 |
Basic Materials | 7.22 | 1.90 |
Communication Services | 5.49 | 11.02 |
Consumer Defensive | 4.68 | 3.84 |
Real Estate | 3.82 | 1.69 |
Number of long holdings: 75
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 4.90 | 446.81 | -0.97% | |
Visa A | US92826C8394 | 4.83 | 269.26 | +0.24% | |
Microsoft | US5949181045 | 4.75 | 394.70 | +1.38% | |
Danaher | US2358511028 | 4.70 | 244.96 | -0.67% | |
Thermo Fisher Scientific | US8835561023 | 4.69 | 570.11 | +0.24% | |
Alphabet C | US02079K1079 | 4.40 | 166.95 | +1.41% | |
Intuit | US4612021034 | 3.60 | 613.53 | -1.93% | |
TJX | US8725401090 | 3.52 | 94.09 | 0.00% | |
Zoetis Inc | US98978V1035 | 3.50 | 158.22 | -0.64% | |
Gartner | US3666511072 | 3.25 | 418.38 | +1.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 2.75B | 10.12 | 9.47 | 12.96 | ||
Calvert Small Cap I | 2.48B | 7.22 | 3.25 | 9.03 | ||
Calvert Equity A | 2.27B | 5.57 | 8.94 | 13.33 | ||
Calvert Emerging Markets Equity Fui | 1.22B | 2.09 | -9.22 | 3.73 | ||
Calvert Balanced A | 826.72M | 7.14 | 5.85 | 7.76 |
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