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
276
$271K 0.02%
4,663
+8
277
$262K 0.02%
13,538
-55,054
278
$261K 0.02%
10,400
+900
279
$253K 0.02%
13,619
-139
280
$249K 0.02%
1,333
+1
281
$247K 0.02%
3,346
-3,278
282
$241K 0.02%
2,856
-99
283
$241K 0.02%
2,186
+3
284
$239K 0.02%
6,457
+12
285
$238K 0.02%
5,147
+61
286
$237K 0.02%
11,613
+22
287
$237K 0.02%
10,008
+19
288
$236K 0.02%
3,197
-93
289
$232K 0.02%
4,543
-306
290
$231K 0.02%
2,840
+5
291
$230K 0.02%
5,117
+9
292
$229K 0.02%
3,270
+5
293
$226K 0.02%
754
+1
294
$226K 0.02%
1,071
+7
295
$224K 0.02%
3,028
-6,095
296
$219K 0.02%
2,611
-109
297
$218K 0.02%
5,505
+5
298
$217K 0.02%
2,429
-27
299
$211K 0.01%
2,714
-144
300
$211K 0.01%
+6,413
10 11
12
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