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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.06 | 2.06 | 0.00 |
Shares | 97.89 | 97.89 | 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 | 27.83 | 28.10 |
Price to Book | 5.83 | 6.67 |
Price to Sales | 4.63 | 4.19 |
Price to Cash Flow | 21.16 | 18.62 |
Dividend Yield | 0.99 | 0.71 |
5 Years Earnings Growth | 10.92 | 14.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.42 | 38.72 |
Financial Services | 20.94 | 9.28 |
Healthcare | 16.43 | 12.82 |
Consumer Cyclical | 8.82 | 14.13 |
Industrials | 8.72 | 7.23 |
Basic Materials | 7.43 | 1.90 |
Communication Services | 5.83 | 11.12 |
Consumer Defensive | 4.66 | 3.79 |
Real Estate | 3.76 | 1.69 |
Number of long holdings: 75
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard Inc Class A | - | 4.93 | - | - | |
Microsoft Corp | - | 4.80 | - | - | |
Alphabet Inc Class C | - | 4.76 | - | - | |
Thermo Fisher Scientific Inc | - | 4.74 | - | - | |
Visa Inc Class A | - | 4.74 | - | - | |
Danaher Corp | - | 4.60 | - | - | |
TJX Companies Inc | - | 3.58 | - | - | |
Zoetis Inc Class A | - | 3.55 | - | - | |
Gartner Inc | - | 3.30 | - | - | |
Intuit Inc | - | 3.21 | - | - |
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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