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
301
$214K 0.01%
5,117
302
$214K 0.01%
+2,583
303
$213K 0.01%
754
304
$212K 0.01%
2,507
305
$212K 0.01%
+2,242
306
$211K 0.01%
4,656
+113
307
$210K 0.01%
5,607
308
$208K 0.01%
5,505
309
$207K 0.01%
5,456
+131
310
$205K 0.01%
+3,915
311
$204K 0.01%
+8,000
312
$201K 0.01%
9,072
+221
313
$193K 0.01%
13,878
+340
314
$169K 0.01%
11,637
+391
315
$147K 0.01%
11,873
+293
316
$141K 0.01%
38,659
+1,269
317
$139K 0.01%
13,098
318
$133K 0.01%
6,077
-276
319
$120K 0.01%
11,332
+275
320
$99K 0.01%
2,859
321
$89K 0.01%
24,174
+593
322
$73K ﹤0.01%
11,716
+285
323
$45K ﹤0.01%
3,522
+86
324
$11K ﹤0.01%
108
+2
325
– –
-11,300
10 11 12
13
14