CS

Calvert Small/Mid-Cap Fund

Mutual Fund
Calvert Small/Mid-Cap Fund
Last update 2025-06-25 80 Stocks (9 new)
Value $30.00 Mil Turnover 8 %
Countries:
Top Holdings: TW(3.07%)CBSH(3.05%)CBZ(2.87%)ATR(2.73%)ELS(2.44%)
Summary Stock Picks Current Portfolio
Calvert Small/Mid-Cap 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
TW
Tradeweb Markets Inc
6,301
935.5
0%
3.070
0%
0.000
+1.94%
+4.17%
29,049.1
Capital Markets
CBSH
Commerce Bancshares Inc
14,926
928.8
0%
3.050
0%
0.010
+4.60%
+1.81%
8,389.4
Banks
CBZ
CBIZ Inc
11,513
873.4
-5.16%
2.870
-0.16%
0.020
-3.96%
-9.35%
4,035.1
Business Services
ATR
AptarGroup Inc
5,597
830.5
-0.23%
2.730
-0.01%
0.010
+8.90%
+2.92%
10,615.7
Medical Devices & Instruments
ELS
Equity Lifestyle Properties Inc
11,149
743.6
0%
2.440
0%
0.010
-2.02%
-6.91%
11,663.5
REITs
CNM
Core & Main Inc
15,123
730.6
0%
2.400
0%
0.010
+29.03%
+27.81%
12,340.8
Industrial Distribution
WH
Wyndham Hotels & Resorts Inc
7,334
663.8
-21.34%
2.180
-0.62%
0.010
+5.95%
-12.14%
6,753.1
Travel & Leisure
FFIN
First Financial Bankshares Inc
18,414
661.4
0%
2.170
0%
0.010
+10.20%
+3.21%
5,268.1
Banks
WTM
White Mountains Insurance Group Ltd
323
622.0
0%
2.040
0%
0.010
+1.69%
-8.41%
4,582.6
Insurance
SSB
SouthState Corp
6,623
614.8
0%
2.020
0%
0.010
+10.25%
-1.25%
9,860.6
Banks

Calvert Small/Mid-Cap Fund's Historical Top Holdings Breakdowns

Calvert Small/Mid-Cap 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
HG
Hamilton Insurance Group Ltd
2025-03-31
New Buy
New Buy
+1.10%
●
17.74 ($19.52) 21.58
$21.86
11.99%
New holding
16,164
16,164
SIGI
Selective Insurance Group Inc
2025-03-31
Reduce
Reduce
-1.05%
●
78.49 ($87.63) 95.48
$89.79
2.46%
Reduce -62.19%
2,209
-3,634
ADUS
Addus HomeCare Corp
2025-03-31
Reduce
Reduce
-1.02%
●
89.83 ($111.21) 135.92
$108.88
-2.10%
Reduce -45.29%
3,186
-2,637
KMPR
Kemper Corp
2025-03-31
New Buy
New Buy
+1.00%
●
62.81 ($66.35) 69.5
$61.87
-6.75%
New holding
4,552
4,552
WMS
Advanced Drainage Systems Inc
2025-03-31
New Buy
New Buy
+0.96%
●
105.29 ($116.57) 126.99
$116.43
-0.12%
New holding
2,681
2,681
CUBE
CubeSmart
2025-03-31
Sold Out
Sold Out
-0.91%
●
40.23 ($41.78) 43.23
$41.60
-0.43%
Sold Out
0
-6,841
RTO
Rentokil Initial PLC
2025-03-31
Sold Out
Sold Out
-0.84%
●
20.76 ($24.13) 27.03
$24.94
3.36%
Sold Out
0
-10,680
ON
ON Semiconductor Corp
2025-03-31
New Buy
New Buy
+0.71%
●
40.69 ($50.33) 64.51
$59.22
17.66%
New holding
5,280
5,280
TFX
Teleflex Inc
2025-03-31
Sold Out
Sold Out
-0.70%
●
130.79 ($162) 183.66
$116.59
-28.03%
Sold Out
0
-1,274
WH
Wyndham Hotels & Resorts Inc
2025-03-31
Reduce
Reduce
-0.62%
●
87.72 ($101.42) 111.91
$87.55
-13.68%
Reduce -21.34%
7,334
-1,990

Calvert Small/Mid-Cap Fund Total Holding History ($B)

To

Calvert Small/Mid-Cap Fund's Asset Allocation

To

Calvert Small/Mid-Cap Fund Past Portfolios

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

Top Ranked Articles

  • 1

Calvert Small/Mid-Cap Fund's Hypothetical Growth since 2025-03-31

Calvert Small/Mid-Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Calvert Small/Mid-Cap Fund's Holdings Heat Map

Size field:

Calvert Small/Mid-Cap Fund's Holdings Bubble Chart

Calvert Small/Mid-Cap Fund News

  • 1

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