— Know what they know.
Not Investment Advice

CDEI

Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF
1W: +0.1% 1M: +5.4% 3M: +9.1% YTD: +8.3% 1Y: +25.9% 3Y: +75.2%
$89.85
+0.57 (+0.64%)
 
Weekly Expected Move ±1.5%
$86 $88 $89 $90 $91
ETF AMEX · AUM $30.8M
Key Statistics
AUM$31M
Holdings268
Top 10 Wt49.5%
Volume1,710
Avg Volume1,582
Beta0.98
Portfolio Fundamentals
P/E35.4
P/B15.1
Div Yield1.05%
ROE47.3%
% Profitable92%
Inception2023-02-01
Sector Allocation
Technology 43.3%
Financial Services 14.6%
Communication Services 11.8%
Healthcare 9.7%
Consumer Cyclical 6.2%
Consumer Defensive 4.7%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP COMMON STOCK NVDA 9.89% $1.8M 7,883
2 APPLE INC COMMON STOCK AAPL 8.53% $1.5M 5,025
3 ALPHABET INC-CL A - GOOGL 8.41% $1.5M 3,850
4 MICROSOFT CORP COMMON MSFT 6.42% $1.1M 2,720
5 AMAZON.COM INC COMMON AMZN 3.67% $654,045 2,468
6 ELI LILLY AND COMPANY LLY 3.03% $538,982 529
7 JPMORGAN CHASE & CO JPM 3.02% $537,524 1,780
8 VISA INC COMMON STOCK USD V 2.38% $424,352 1,283
9 INTEL CORP COMMON STOCK INTC 2.16% $384,003 3,228
10 CISCO SYSTEMS INC COMMON CSCO 1.94% $344,651 3,014

Recent Holding Changes

Date Holding Change Details
2026-05-22 NRZ New
2026-05-22 RITM Removed
2026-05-20 HLT Changed 174 → 172
2026-05-20 ESTC Changed 70 → 69
2026-05-20 SLM Changed 153 → 149

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms