CV

Calvert VP SRI Balanced Portfolio

Mutual Fund
CALVERT VARIABLE SERIES INC
Last update 2025-06-25 60 Stocks (8 new)
Value $256.00 Mil Turnover 11 %
Countries:
Top Holdings: MSFT(7.06%)AAPL(6.98%)NVDA(6.08%)AMZN(4.79%)GOOG(4.76%)
Summary Stock Picks Current Portfolio
Calvert VP SRI Balanced Portfo... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
48,093
18,053.6
-4.56%
7.060
-0.34%
0.000
+29.95%
+19.80%
3,738,718.2
Software
AAPL
Apple Inc
80,388
17,856.6
-3.25%
6.980
-0.24%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware
NVDA
NVIDIA Corp
143,500
15,552.5
-3.30%
6.080
-0.23%
0.000
+48.21%
+22.20%
4,001,266.5
Semiconductors
AMZN
Amazon.com Inc
64,360
12,245.1
-6.15%
4.790
-0.33%
0.000
+23.92%
+2.87%
2,396,004.6
Retail - Cyclical
GOOG
Alphabet Inc
77,900
12,170.3
0%
4.760
0%
0.000
+13.35%
-3.78%
2,210,815.2
Interactive Media
BKR
Baker Hughes Co
154,300
6,781.5
-10.81%
2.650
-0.27%
0.020
+6.11%
-1.71%
39,501.2
Oil & Gas
AVGO
Broadcom Inc
39,790
6,662.0
-9.96%
2.610
-0.36%
0.000
+54.88%
+19.52%
1,296,276.6
Semiconductors
V
Visa Inc
19,000
6,658.7
-5.00%
2.600
-0.11%
0.000
+4.74%
+11.27%
684,701.8
Credit Services
ABBV
AbbVie Inc
30,700
6,432.3
+11.64%
2.520
+0.26%
0.000
+7.92%
+9.80%
338,301.5
Drug Manufacturers
ALL
Allstate Corp
25,700
5,321.7
-16.56%
2.080
-0.35%
0.010
+0.84%
+2.77%
51,957.2
Insurance

Calvert VP SRI Balanced Portfolio's Historical Top Holdings Breakdowns

Calvert VP SRI Balanced Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KO
Coca-Cola Co
2025-03-31
New Buy
New Buy
+2.00%
●
60.81 ($66.78) 72.32
$69.47
4.03%
New holding
71,490
71,490
BKNG
Booking Holdings Inc
2025-03-31
New Buy
New Buy
+1.35%
●
4295.4 ($4781.72) 5141.88
$5,766.04
20.59%
New holding
750
750
UBER
Uber Technologies Inc
2025-03-31
Sold Out
Sold Out
-1.32%
●
63.17 ($72.04) 81.49
$93.89
30.33%
Sold Out
0
-62,100
URI
United Rentals Inc
2025-03-31
New Buy
New Buy
+1.13%
●
594.17 ($687.44) 789.56
$808.67
17.63%
New holding
4,600
4,600
ZTS
Zoetis Inc
2025-03-31
New Buy
New Buy
+0.98%
●
156.48 ($166.29) 175.67
$155.65
-6.40%
New holding
15,200
15,200
ATR
AptarGroup Inc
2025-03-31
Sold Out
Sold Out
-0.95%
●
141.7 ($150.54) 159.83
$157.56
4.66%
Sold Out
0
-17,239
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-0.87%
●
461.52 ($511.2) 548.18
$300.58
-41.20%
Reduce -49.39%
5,010
-4,890
COOP
Mr. Cooper Group Inc
2025-03-31
Add
Add
+0.86%
●
91.4 ($104.42) 119.6
$150.51
44.14%
Add 100.45%
36,682
18,382
CMCSA
Comcast Corp
2025-03-31
Sold Out
Sold Out
-0.79%
●
33.19 ($36.08) 38.23
$35.64
-1.22%
Sold Out
0
-60,100
SRE
Sempra
2025-03-31
Sold Out
Sold Out
-0.76%
●
67.85 ($77.91) 87.67
$74.55
-4.31%
Sold Out
0
-24,800

Calvert VP SRI Balanced Portfolio Total Holding History ($B)

To

Calvert VP SRI Balanced Portfolio's Asset Allocation

To

Calvert VP SRI Balanced Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Calvert VP SRI Balanced Portfolio's Hypothetical Growth since 2025-03-31

Calvert VP SRI Balanced Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Calvert VP SRI Balanced Portfolio's Holdings Heat Map

Size field:

Calvert VP SRI Balanced Portfolio's Holdings Bubble Chart

Calvert VP SRI Balanced Portfolio News

  • 1

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