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
$803M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$3.91M
3
+$3.5M
4
C icon
Citigroup
C
+$3.43M
5
USB icon
US Bancorp
USB
+$2.95M

Top Sells

1
+$7.53M
2
+$4.3M
3
+$3.51M
4
JNY
JONES GROUP INC COM STK (PA)
JNY
+$3.4M
5
COP icon
ConocoPhillips
COP
+$3.32M

Sector Composition

1 Financials 21.23%
2 Healthcare 13.62%
3 Technology 12.53%
4 Energy 8.98%
5 Communication Services 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$117K 0.01%
3,035
-175
302
$116K 0.01%
25,997
-4,926
303
$115K 0.01%
6,341
-621
304
$87K 0.01%
13,089
305
$51K 0.01%
13,551
306
– –
-152,934
307
– –
-3,609
308
– –
-6,252
309
– –
-10,189
310
– –
-44,364
311
– –
-39,380
312
– –
-247,253
313
– –
-30,025
9 10 11 12
13