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
426
$292K 0.02%
+30,060
427
$291K 0.02%
+9,550
428
$290K 0.02%
+7,152
429
$290K 0.02%
27,765
-25,915
430
$290K 0.02%
+8,447
431
$289K 0.02%
+7,965
432
$286K 0.02%
+2,980
433
$286K 0.02%
+23,646
434
$284K 0.02%
11,300
435
$282K 0.02%
14,640
-20,573
436
$280K 0.02%
+6,563
437
$280K 0.02%
+23,810
438
$279K 0.02%
+2,362
439
$279K 0.02%
+5,642
440
$276K 0.02%
+7,080
441
$276K 0.02%
+5,634
442
$276K 0.02%
15,946
-14,837
443
$273K 0.02%
+15,438
444
$272K 0.02%
+2,460
445
$271K 0.02%
+14,874
446
$271K 0.02%
+1,059
447
$271K 0.02%
+7,306
448
$271K 0.02%
+7,779
449
$271K 0.02%
+2,472
450
$271K 0.02%
+3,512
16 17
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