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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.24 | 2.24 | 0.00 |
Stocks | 97.74 | 97.74 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.42 | 20.89 |
Price to Book | 2.96 | 3.34 |
Price to Sales | 2.76 | 2.59 |
Price to Cash Flow | 14.86 | 14.22 |
Dividend Yield | 2.28 | 1.88 |
5 Years Earnings Growth | 8.30 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.91 | 12.94 |
Financial Services | 17.21 | 13.94 |
Industrials | 16.25 | 18.24 |
Technology | 13.40 | 20.19 |
Consumer Defensive | 11.01 | 7.63 |
Consumer Cyclical | 9.71 | 12.61 |
Utilities | 3.79 | 1.19 |
Communication Services | 3.64 | 4.53 |
Basic Materials | 3.09 | 7.21 |
Number of long holdings: 48
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 5.39 | 95.60 | -2.47% | |
AstraZeneca | GB0009895292 | 4.38 | 12,600.0 | +0.35% | |
ASML Holding | NL0010273215 | 4.33 | 963.40 | +0.47% | |
Novo Nordisk B | DK0062498333 | 4.28 | 988.4 | +0.45% | |
Compass | GB00BD6K4575 | 3.72 | 2,207.00 | -1.47% | |
Iberdrola | ES0144580Y14 | 3.52 | 12.165 | -0.08% | |
Siemens AG | DE0007236101 | 3.38 | 174.44 | 0.00% | |
Sanofi | FR0000120578 | 3.35 | 90.27 | -0.94% | |
Louis Vuitton | FR0000121014 | 3.22 | 746.30 | -2.12% | |
Reckitt Benckiser | GB00B24CGK77 | 3.18 | 4,420.0 | -1.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 3.96 | 6.38 | 13.24 | ||
Calvert US Large Cap Core Rspnb I | 2.59B | 10.28 | 7.65 | 12.77 | ||
Calvert Small Cap I | 2.26B | 3.44 | 0.88 | 8.80 | ||
Calvert Equity A | 2.16B | 3.86 | 6.12 | 12.88 | ||
Calvert Emerging Markets Equity Fui | 1.18B | 3.87 | -9.20 | 3.51 |
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