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Calvert Equity Fund | CSIEX

Mutual Fund
CALVERT SOCIAL INVESTMENT FUND
Last update 2025-06-19 71 Stocks (1 new)
Value $5.53 Bil Turnover 3 %
Countries:
Calvert Equity Fund 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
V
Visa Inc
793,699
278,159.8
-17.47%
5.030
-0.87%
0.040
+6.45%
+12.81%
694,164.8
Credit Services
MA
Mastercard Inc
501,605
274,939.7
0%
4.980
0%
0.060
+5.84%
+6.86%
508,725.8
Credit Services
DHR
Danaher Corp
1,277,601
261,908.2
+6.34%
4.740
+0.28%
0.180
+0.85%
-13.62%
141,534.8
Medical Diagnostics & Research
TMO
Thermo Fisher Scientific Inc
489,180
243,416.0
-9.25%
4.410
-0.43%
0.130
+9.78%
-8.84%
178,684.9
Medical Diagnostics & Research
MSFT
Microsoft Corp
635,698
238,634.7
-7.60%
4.320
-0.36%
0.010
+34.83%
+20.00%
3,744,961.6
Software
SPGI
S&P Global Inc
457,807
232,611.7
0%
4.210
0%
0.150
+11.86%
+5.81%
161,014.4
Capital Markets
GOOG
Alphabet Inc
1,446,767
226,028.4
-7.60%
4.090
-0.37%
0.010
+20.92%
+0.26%
2,306,451.8
Interactive Media
VRSK
Verisk Analytics Inc
738,343
219,745.6
-7.60%
3.980
-0.27%
0.530
+2.48%
+8.09%
41,521.8
Business Services
ZTS
Zoetis Inc
1,263,899
208,101.0
-0.82%
3.770
-0.03%
0.280
+1.47%
-5.41%
67,946.5
Drug Manufacturers
TJX
TJX Companies Inc
1,677,777
204,353.2
-21.53%
3.700
-0.92%
0.150
+1.20%
+5.44%
141,225.8
Retail - Cyclical

Calvert Equity Fund's Historical Top Holdings Breakdowns

Calvert Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VRSN
VeriSign Inc
2025-03-31
Add
Add
+2.52%
205.1 ($227.21) 254.74
$289.18
27.27%
Add 748.55%
622,807
549,410
EA
Electronic Arts Inc
2025-03-31
Sold Out
Sold Out
-1.03%
116.53 ($135.03) 146.29
$153.71
13.83%
Sold Out
0
-427,269
TJX
TJX Companies Inc
2025-03-31
Reduce
Reduce
-0.92%
112.81 ($121.39) 126.16
$126.59
4.28%
Reduce -21.53%
1,677,777
-460,437
V
Visa Inc
2025-03-31
Reduce
Reduce
-0.87%
306.92 ($338.38) 362.71
$355.34
5.01%
Reduce -17.47%
793,699
-168,034
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.59%
890.62 ($974.97) 1076.86
$945.32
-3.04%
Reduce -53.26%
34,463
-39,274
TYL
Tyler Technologies Inc
2025-03-31
New Buy
New Buy
+0.53%
553.41 ($593.87) 646.74
$563.01
-5.20%
New holding
50,808
50,808
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.44%
92.17 ($103.37) 115.81
$95.92
-7.21%
Reduce -40.41%
429,327
-291,106
TMO
Thermo Fisher Scientific Inc
2025-03-31
Reduce
Reduce
-0.43%
497.6 ($541.6) 606.74
$473.35
-12.60%
Reduce -9.25%
489,180
-49,870
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.37%
156.06 ($183.12) 207.71
$190.49
4.02%
Reduce -7.6%
1,446,767
-118,915
ACN
Accenture PLC
2025-03-31
Reduce
Reduce
-0.36%
300.91 ($353.16) 398.25
$288.73
-18.24%
Reduce -32.57%
129,616
-62,614

Calvert Equity Fund Total Holding History ($B)

To

Calvert Equity Fund's Asset Allocation

To

Calvert Equity Fund Past Portfolios

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

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Calvert Equity Fund's Hypothetical Growth since 2025-03-31

Calvert Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Calvert Equity Fund's Holdings Heat Map

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Calvert Equity Fund's Holdings Bubble Chart

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