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
401
$322K 0.02%
+9,352
402
$321K 0.02%
+10,160
403
$319K 0.02%
+9,526
404
$318K 0.02%
+3,634
405
$317K 0.02%
+6,567
406
$317K 0.02%
+3,625
407
$316K 0.02%
1,219
-1,134
408
$314K 0.02%
+10,384
409
$313K 0.02%
+4,728
410
$313K 0.02%
+2,503
411
$313K 0.02%
+6,812
412
$312K 0.02%
+14,855
413
$311K 0.02%
+25,285
414
$310K 0.02%
18,493
-17,255
415
$306K 0.02%
+2,269
416
$306K 0.02%
+3,084
417
$305K 0.02%
5,853
-5,462
418
$305K 0.02%
18,046
-16,842
419
$304K 0.02%
+10,232
420
$303K 0.02%
1,621
+137
421
$303K 0.02%
+4,317
422
$302K 0.02%
1,748
-1,633
423
$300K 0.02%
+6,561
424
$299K 0.02%
+10,084
425
$297K 0.02%
+3,804
15 16
17
18 19