CIM

Calvert Investment Management Portfolio holdings

AUM $2.67B
1-Year Est. Return 16.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.86M
3
+$5.39M
4
UNP icon
Union Pacific
UNP
+$5.08M
5
WU icon
Western Union
WU
+$4.72M

Top Sells

1
+$12.3M
2
+$6.83M
3
+$6.46M
4
WFC icon
Wells Fargo
WFC
+$5.97M
5
DST
DST Systems Inc.
DST
+$5.93M

Sector Composition

1 Financials 20%
2 Healthcare 17.33%
3 Technology 15.08%
4 Industrials 9.53%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$341K 0.02%
2,297
-188
252
$335K 0.02%
3,689
-7,493
253
$335K 0.02%
5,424
+10
254
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9,160
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255
$325K 0.02%
3,278
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256
$322K 0.02%
5,743
+10
257
$319K 0.02%
1,435
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258
$319K 0.02%
6,809
+404
259
$319K 0.02%
3,917
-46
260
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6,304
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261
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11,140
+21
262
$302K 0.02%
5,291
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263
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5,412
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264
$296K 0.02%
4,501
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265
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266
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267
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14,526
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268
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31,869
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269
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270
$292K 0.02%
4,193
-96
271
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1,908
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272
$286K 0.02%
13,742
-313
273
$282K 0.02%
2,610
+4
274
$276K 0.02%
15,524
+4,859
275
$275K 0.02%
7,927
-322
9 10
11
12 13