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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 | 28.08 |
Price to Book | 5.76 | 6.67 |
Price to Sales | 4.51 | 4.19 |
Price to Cash Flow | 20.54 | 18.58 |
Dividend Yield | 0.98 | 0.71 |
5 Years Earnings Growth | 11.13 | 14.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.06 | 38.73 |
Financial Services | 20.70 | 9.28 |
Healthcare | 16.29 | 12.82 |
Consumer Cyclical | 9.05 | 14.15 |
Industrials | 8.69 | 7.23 |
Basic Materials | 7.22 | 1.90 |
Communication Services | 5.49 | 11.08 |
Consumer Defensive | 4.68 | 3.80 |
Real Estate | 3.82 | 1.68 |
Number of long holdings: 75
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 4.90 | 458.04 | +0.85% | |
Visa A | US92826C8394 | 4.83 | 281.53 | +1.36% | |
Microsoft | US5949181045 | 4.75 | 423.08 | +1.75% | |
Danaher | US2358511028 | 4.70 | 263.28 | +1.55% | |
Thermo Fisher Scientific | US8835561023 | 4.69 | 598.54 | +0.63% | |
Alphabet C | US02079K1079 | 4.40 | 173.88 | +1.13% | |
Intuit | US4612021034 | 3.60 | 655.13 | +3.10% | |
TJX | US8725401090 | 3.52 | 98.51 | -0.16% | |
Zoetis Inc | US98978V1035 | 3.50 | 173.28 | +2.61% | |
Gartner | US3666511072 | 3.25 | 442.15 | +1.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 2.59B | 5.42 | 6.04 | 12.54 | ||
Calvert Small Cap I | 2.26B | 0.24 | -0.04 | 8.61 | ||
Calvert Equity A | 2.16B | 0.95 | 4.99 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 1.18B | 2.02 | -9.27 | 3.73 | ||
Calvert Balanced A | 797.89M | 3.64 | 3.22 | 7.39 |
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