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
301
$209K 0.01%
3,853
-56
302
$206K 0.01%
2,507
+4
303
$204K 0.01%
+5,325
304
$204K 0.01%
+8,851
305
$203K 0.01%
5,607
-57
306
$183K 0.01%
+11,246
307
$160K 0.01%
37,390
+10,185
308
$146K 0.01%
13,098
-336
309
$131K 0.01%
+23,581
310
$126K 0.01%
6,353
+12
311
$125K 0.01%
+11,580
312
$110K 0.01%
+11,057
313
$91K 0.01%
2,859
-176
314
$67K ﹤0.01%
+11,431
315
$49K ﹤0.01%
+3,436
316
$15K ﹤0.01%
+106
317
– –
-69,900
318
– –
-48,071
319
– –
-86,185
320
– –
-8,807
321
– –
-16,400
322
– –
-39,620
323
– –
-4,903
324
– –
-9,530
325
– –
-42,349
10 11 12
13
14