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
$1.37B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$23.3M
3
+$23.2M
4
COF icon
Capital One
COF
+$20.4M
5
AFG icon
American Financial Group
AFG
+$19M

Top Sells

1
+$5.88M
2
+$5.5M
3
+$5.27M
4
KEY icon
KeyCorp
KEY
+$5.22M
5
GS icon
Goldman Sachs
GS
+$5.14M

Sector Composition

1 Financials 20.1%
2 Healthcare 17.3%
3 Technology 15.24%
4 Industrials 9.63%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$207K 0.02%
3,583
302
$207K 0.02%
+2,648
303
$205K 0.02%
11,591
304
$205K 0.02%
945
+72
305
$204K 0.01%
+5,664
306
$203K 0.01%
+1,044
307
$202K 0.01%
+4,362
308
$201K 0.01%
4,903
309
$201K 0.01%
+5,108
310
$136K 0.01%
6,341
311
$133K 0.01%
13,434
312
$124K 0.01%
15,445
-15,076
313
$118K 0.01%
27,205
+1,208
314
$106K 0.01%
3,035
315
$54K ﹤0.01%
13,551
316
– –
-13,089
317
– –
-3,514
318
– –
-72,350
319
– –
-30,150
320
– –
-87,832
321
– –
-54,826
322
– –
-158,359
323
– –
-44,826
324
– –
-195,231
325
– –
-171,031
11 12
13
14 15