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
351
– –
-104,867
352
– –
-14,122
353
– –
-42,411
354
– –
-27,360
355
– –
-34,091
356
– –
-25,972
357
– –
-37,883
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