# Portfolio overlap — ESEIX vs CSIEX

Comparing **Eaton Vance Atlanta Capital Select Equity Fund** (2026-03-31) and **Calvert Equity Fund** (2026-03-31).

- Shared positions: 14
- Eaton Vance Atlanta Capital Select Equity Fund covered by Calvert Equity Fund: 0.3584062416620138493858714892
- Calvert Equity Fund covered by Eaton Vance Atlanta Capital Select Equity Fund: 0.3584062416620138493858714892

## Eaton Vance Atlanta Capital Select Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TJX COS INC | 0.069755 | ✓ |
| ALPHABET INC CL C | 0.063115 | ✓ |
| MARTIN MAR MTLS | 0.052688 |  |
| VISA INC-CLASS A | 0.051801 | ✓ |
| ROSS STORES INC | 0.050012 |  |
| MARKEL GROUP INC | 0.047918 |  |
| CDW CORPORATION | 0.047221 |  |
| GODADDY INC CL A | 0.040983 |  |
| S&P GLOBAL INC | 0.039369 | ✓ |
| WHITE MOUNTAINS INS GROUP LTD | 0.039277 |  |
| TRANSUNION | 0.038515 |  |
| THERMO FISHER SCIENTIFIC INC | 0.037866 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.036883 | ✓ |
| STERIS PLC | 0.036868 |  |
| AUTODESK INC | 0.034888 |  |
| TRIMBLE INC | 0.033392 |  |
| AMETEK INC NEW | 0.032443 |  |
| EQUIFAX INC | 0.031358 | ✓ |
| DANAHER CORP | 0.026367 | ✓ |
| SHERWIN WILLIAMS CO | 0.025046 |  |
| CARLISLE COS INC | 0.024891 |  |
| O'REILLY AUTOMOTIVE INC | 0.024417 | ✓ |
| VERISK ANALYTICS INC | 0.022594 | ✓ |
| BROADRIDGE FINL | 0.022365 |  |
| MSILF-GOVT-INS | 0.016829 | ✓ |
| TYLER TECHNOLOGIES INC | 0.011944 | ✓ |
| LPL FINL HLDGS INC | 0.010859 |  |
| ZOETIS INC CL A | 0.010339 | ✓ |
| MSCI INC | 0.010079 | ✓ |
| THE BOOKING HOLDINGS INC | 0.009920 |  |

## Calvert Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MASTERCARD INC CL A | 0.048498 |  |
| THERMO FISHER SCIENTIFIC INC | 0.047469 | ✓ |
| VISA INC-CLASS A | 0.046160 | ✓ |
| VERISK ANALYTICS INC | 0.044815 | ✓ |
| ALPHABET INC CL C | 0.044539 | ✓ |
| DANAHER CORP | 0.043711 | ✓ |
| TJX COS INC | 0.042974 | ✓ |
| VERISIGN INC | 0.041896 |  |
| ZOETIS INC CL A | 0.041006 | ✓ |
| MICROSOFT CORP | 0.036928 |  |
| S&P GLOBAL INC | 0.034612 | ✓ |
| MSILF-GOVT-INS | 0.034268 | ✓ |
| LINDE PLC | 0.032564 |  |
| ECOLAB INC | 0.030238 |  |
| EQUIFAX INC | 0.029212 | ✓ |
| XYLEM INC | 0.028859 |  |
| AGILENT TECHNOLOGIES INC | 0.026226 |  |
| AMERICAN TOWER CORP | 0.024045 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.020981 | ✓ |
| IDEXX LABS INC | 0.020830 |  |
| MARSH & MCLENNAN | 0.020287 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.020192 |  |
| AMPHENOL CORPORATION CL A | 0.018518 |  |
| INTUIT INC | 0.017937 |  |
| MSCI INC | 0.014346 | ✓ |
| DOLLAR GENERAL CORP | 0.013766 |  |
| IDEX CORPORATION | 0.013041 |  |
| AIR PRODUCTS and CHEMICALS INC | 0.012815 |  |
| MOODYS CORP | 0.011038 |  |
| GARTNER INC | 0.010912 |  |
| REVVITY INC | 0.010547 |  |
| VERALTO CORP | 0.010515 |  |
| COPART INC | 0.010458 |  |
| O'REILLY AUTOMOTIVE INC | 0.009678 | ✓ |
| NETFLIX INC | 0.009497 |  |
| AON PLC | 0.008558 |  |
| METTLER-TOLEDO INTL INC | 0.007774 |  |
| ADOBE INC | 0.007100 |  |
| CROWN CASTLE INC | 0.006973 |  |
| STARBUCKS CORP | 0.006837 |  |
| INTUITIVE SURGICAL INC | 0.006830 |  |
| TYLER TECHNOLOGIES INC | 0.006177 | ✓ |
| COSTCO WHOLESALE CORP | 0.006104 |  |
| NIKE INC CL B | 0.005911 |  |
| TE CONNECTIVITY PLC | 0.005182 |  |
| BALL CORP | 0.004687 |  |
| CORE INNOVATIONS CAPITAL I LP | 0.001235 |  |
| DBL EQUITY FUND   BAEF II LP | 0.000967 |  |
| DBL PARTNERS III LP | 0.000878 |  |
| ACCION FRONTIER INCLUSION FUND | 0.000438 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050771` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/102816/000141036826050771/0001410368-26-050771-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050770` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/356682/000141036826050770/0001410368-26-050770-index.htm>

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