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
326
$450K 0.03%
+40,064
327
$449K 0.03%
17,800
328
$446K 0.03%
+2,949
329
$446K 0.03%
5,649
-5,272
330
$445K 0.03%
+59,510
331
$442K 0.03%
+9,541
332
$430K 0.03%
+7,575
333
$429K 0.03%
+32,217
334
$428K 0.03%
4,265
-3,979
335
$424K 0.03%
17,810
-16,622
336
$423K 0.03%
+7,545
337
$423K 0.03%
6,103
-5,704
338
$422K 0.03%
+12,311
339
$421K 0.03%
30,556
+2,458
340
$420K 0.03%
+6,192
341
$420K 0.03%
+10,068
342
$418K 0.03%
+9,863
343
$418K 0.03%
+5,484
344
$417K 0.03%
+2,862
345
$414K 0.03%
+1,947
346
$409K 0.03%
+11,479
347
$408K 0.03%
+2,038
348
$406K 0.03%
+3,206
349
$406K 0.03%
+11,341
350
$406K 0.03%
+6,994
12 13
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