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
$1.49B
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$8.77M
3
+$7.99M
4
MDT icon
Medtronic
MDT
+$7.62M
5
PG icon
Procter & Gamble
PG
+$7.1M

Top Sells

1
+$18.3M
2
+$17.5M
3
+$12.1M
4
GIS icon
General Mills
GIS
+$12.1M
5
AFL icon
Aflac
AFL
+$7.81M

Sector Composition

1 Financials 20.38%
2 Healthcare 18.45%
3 Technology 13.73%
4 Communication Services 10.58%
5 Industrials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$290K 0.02%
32,671
+802
277
$286K 0.02%
5,847
278
$286K 0.02%
3,428
+82
279
$285K 0.02%
11,300
+900
280
$282K 0.02%
4,193
281
$279K 0.02%
4,496
-167
282
$274K 0.02%
6,457
283
$272K 0.02%
8,738
-250,362
284
$272K 0.02%
12,382
-1,360
285
$262K 0.02%
11,613
286
$260K 0.02%
2,186
287
$257K 0.02%
2,856
288
$250K 0.02%
+39,690
289
$244K 0.02%
1,097
+26
290
$240K 0.02%
2,611
291
$239K 0.02%
2,840
292
$237K 0.02%
3,197
293
$224K 0.02%
3,270
294
$224K 0.02%
+2,146
295
$223K 0.02%
3,853
296
$220K 0.01%
6,413
297
$219K 0.01%
2,714
298
$219K 0.01%
+1,263
299
$217K 0.01%
2,354
-75
300
$215K 0.01%
3,028
10 11
12
13 14