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
451
$270K 0.02%
+5,882
452
$270K 0.02%
+1,667
453
$264K 0.02%
+5,831
454
$263K 0.02%
+2,238
455
$261K 0.02%
26,614
-24,839
456
$258K 0.02%
+2,133
457
$258K 0.02%
+5,411
458
$257K 0.02%
+2,582
459
$255K 0.02%
+3,375
460
$255K 0.02%
+3,640
461
$254K 0.02%
+5,398
462
$253K 0.02%
+5,141
463
$253K 0.02%
7,700
-7,186
464
$253K 0.02%
+6,183
465
$251K 0.02%
+601
466
$251K 0.02%
+4,791
467
$250K 0.02%
+12,174
468
$250K 0.02%
+3,377
469
$250K 0.02%
+5,249
470
$249K 0.02%
5,264
-4,911
471
$247K 0.02%
+2,092
472
$247K 0.02%
+5,041
473
$246K 0.02%
+15,843
474
$245K 0.02%
+2,500
475
$241K 0.02%
+4,351
17 18
19
20 21