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
301
$504K 0.04%
+11,725
302
$503K 0.04%
+7,782
303
$501K 0.04%
+7,636
304
$500K 0.04%
10,000
+1,200
305
$499K 0.04%
+19,720
306
$495K 0.04%
+422
307
$495K 0.04%
+11,162
308
$494K 0.04%
+7,439
309
$493K 0.04%
430
310
$493K 0.04%
+5,620
311
$490K 0.04%
+4,041
312
$488K 0.04%
+7,407
313
$478K 0.04%
+6,069
314
$474K 0.04%
+29,448
315
$468K 0.03%
+11,585
316
$468K 0.03%
27,646
-25,797
317
$464K 0.03%
+7,974
318
$463K 0.03%
+10,517
319
$461K 0.03%
+6,306
320
$459K 0.03%
+7,513
321
$458K 0.03%
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322
$458K 0.03%
+7,121
323
$454K 0.03%
+4,727
324
$453K 0.03%
+9,022
325
$452K 0.03%
89,709
-84,793
11 12
13
14 15