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
$1.35B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.4M
3
+$10.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.81M
5
WBA
Walgreens Boots Alliance
WBA
+$7.79M

Top Sells

1
+$19.8M
2
+$17.9M
3
+$17.9M
4
FDX icon
FedEx
FDX
+$17.8M
5
K
Kellanova
K
+$17.5M

Sector Composition

1 Financials 20.53%
2 Healthcare 18.03%
3 Technology 12.92%
4 Industrials 10.83%
5 Communication Services 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$570K 0.04%
+11,519
277
$562K 0.04%
+2,232
278
$559K 0.04%
12,940
-12,075
279
$556K 0.04%
+5,060
280
$553K 0.04%
+8,129
281
$544K 0.04%
20,992
+1,778
282
$539K 0.04%
+7,546
283
$537K 0.04%
+3,674
284
$531K 0.04%
15,480
-14,447
285
$529K 0.04%
+11,975
286
$527K 0.04%
22,659
+16,582
287
$526K 0.04%
+10,032
288
$525K 0.04%
+4,730
289
$522K 0.04%
+5,473
290
$513K 0.04%
+9,578
291
$512K 0.04%
+8,094
292
$510K 0.04%
7,074
-6,603
293
$510K 0.04%
14,586
-104,505
294
$509K 0.04%
+10,219
295
$509K 0.04%
+5,729
296
$508K 0.04%
50,552
+37,454
297
$506K 0.04%
19,661
+129
298
$505K 0.04%
+2,550
299
$505K 0.04%
420
300
$505K 0.04%
+13,256
10 11
12
13 14