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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.27 | 3.27 | 0.00 |
Shares | 96.70 | 96.70 | 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 | 27.82 | 28.56 |
Price to Book | 6.18 | 7.27 |
Price to Sales | 4.89 | 4.77 |
Price to Cash Flow | 20.09 | 18.28 |
Dividend Yield | 1.00 | 0.72 |
5 Years Earnings Growth | 9.05 | 12.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.69 | 39.92 |
Financial Services | 23.05 | 9.83 |
Healthcare | 17.57 | 10.29 |
Industrials | 10.61 | 7.11 |
Basic Materials | 7.66 | 1.64 |
Consumer Cyclical | 6.19 | 14.26 |
Communication Services | 4.91 | 12.86 |
Real Estate | 3.74 | 1.43 |
Consumer Defensive | 2.57 | 3.59 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 4.90 | 568.29 | -0.27% | |
Microsoft | US5949181045 | 4.88 | 531.51 | -0.77% | |
Visa A | US92826C8394 | 4.83 | 338.78 | -0.98% | |
Alphabet C | US02079K1079 | 4.74 | 196.10 | +0.18% | |
Danaher | US2358511028 | 4.37 | 199.69 | +1.13% | |
Amphenol | US0320951017 | 4.08 | 107.89 | -0.68% | |
Intuit | US4612021034 | 3.97 | 770.95 | -1.77% | |
S&P Global | US78409V1044 | 3.92 | 564.00 | +0.17% | |
Verisk | US92345Y1064 | 3.87 | 265.16 | -1.06% | |
Thermo Fisher Scientific | US8835561023 | 3.85 | 466.75 | +0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 3.13B | 4.73 | 19.09 | 13.16 | ||
Calvert Equity A | 2.04B | 5.18 | 12.29 | 12.63 | ||
Calvert Small Cap I | 1.94B | -2.25 | 8.28 | 7.93 | ||
Calvert Emerging Markets Equity Fui | 942.78M | 16.89 | 9.27 | 5.24 | ||
Calvert Balanced A | 911.28M | 4.42 | 13.14 | 8.41 |
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