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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.85 | 2.85 | 0.00 |
Stocks | 97.11 | 97.11 | 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 | 27.62 | 27.64 |
Price to Book | 5.80 | 7.20 |
Price to Sales | 5.02 | 4.68 |
Price to Cash Flow | 22.23 | 18.98 |
Dividend Yield | 0.95 | 0.70 |
5 Years Earnings Growth | 11.80 | 16.24 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.99 | 9.28 |
Technology | 21.84 | 40.72 |
Healthcare | 18.23 | 11.48 |
Industrials | 8.87 | 7.03 |
Consumer Cyclical | 7.94 | 13.54 |
Basic Materials | 7.69 | 1.72 |
Communication Services | 5.17 | 11.99 |
Real Estate | 4.15 | 1.51 |
Consumer Defensive | 3.11 | 3.49 |
Number of long holdings: 73
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Thermo Fisher Scientific | US8835561023 | 4.76 | 528.98 | +0.70% | |
Danaher | US2358511028 | 4.76 | 230.75 | +0.69% | |
Mastercard | US57636Q1040 | 4.76 | 535.71 | +1.28% | |
Visa A | US92826C8394 | 4.62 | 320.65 | +1.08% | |
Microsoft | US5949181045 | 4.33 | 439.33 | +0.94% | |
Alphabet C | US02079K1079 | 4.07 | 197.57 | +0.81% | |
S&P Global | US78409V1044 | 3.98 | 504.75 | +1.30% | |
TJX | US8725401090 | 3.90 | 123.49 | +1.41% | |
Zoetis Inc | US98978V1035 | 3.87 | 164.70 | +0.26% | |
Verisk | US92345Y1064 | 3.33 | 278.55 | +0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 3.1B | 27.76 | 9.68 | 13.27 | ||
Calvert Small Cap I | 2.46B | 20.87 | 6.60 | 9.83 | ||
Calvert Equity A | 2.21B | 12.78 | 4.93 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 965.9M | 7.61 | -4.22 | 3.69 | ||
Calvert Balanced A | 920.2M | 21.06 | 6.97 | 8.18 |
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