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
$1.46B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.68M
3
+$8.18M
4
DE icon
Deere & Co
DE
+$6.13M
5
QCOM icon
Qualcomm
QCOM
+$6.11M

Top Sells

1
+$8.33M
2
+$8.13M
3
+$7.58M
4
BAC icon
Bank of America
BAC
+$7.49M
5
LHX icon
L3Harris
LHX
+$6.6M

Sector Composition

1 Financials 21.39%
2 Healthcare 17.62%
3 Technology 13.27%
4 Industrials 11.75%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$306K 0.02%
3,636
+259
427
$305K 0.02%
3,014
+34
428
$304K 0.02%
6,094
+452
429
$300K 0.02%
18,516
+470
430
$300K 0.02%
8,545
+98
431
$299K 0.02%
5,009
+57
432
$298K 0.02%
6,326
+495
433
$298K 0.02%
5,099
+58
434
$297K 0.02%
2,501
+29
435
$296K 0.02%
15,045
+171
436
$296K 0.02%
16,361
+415
437
$295K 0.02%
2,157
+24
438
$295K 0.02%
2,611
+29
439
$293K 0.02%
4,598
-67,775
440
$292K 0.02%
6,639
+76
441
$292K 0.02%
5,200
+59
442
$290K 0.02%
7,156
+76
443
$290K 0.02%
3,847
+43
444
$290K 0.02%
6,355
+161
445
$288K 0.02%
5,497
-9,782
446
$288K 0.02%
2,531
+28
447
$287K 0.02%
1,686
+19
448
$287K 0.02%
2,488
+28
449
$285K 0.02%
11,300
450
$284K 0.02%
+2,818
16 17
18
19 20