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
451
$283K 0.02%
5,460
+62
452
$281K 0.02%
607
+6
453
$281K 0.02%
3,552
+40
454
$280K 0.02%
3,413
+38
455
$280K 0.02%
5,264
+59
456
$279K 0.02%
3,888
-95,393
457
$278K 0.02%
3,301
+37
458
$278K 0.02%
5,950
+68
459
$278K 0.02%
6,254
+71
460
$277K 0.02%
3,734
+42
461
$277K 0.02%
4,706
+355
462
$277K 0.02%
2,263
+25
463
$277K 0.02%
18,975
+482
464
$276K 0.02%
4,160
+340
465
$275K 0.02%
2,389
+51
466
$271K 0.02%
+4,395
467
$270K 0.02%
12,574
+144
468
$270K 0.02%
2,528
+28
469
$269K 0.02%
27,308
+694
470
$268K 0.02%
16,025
+182
471
$266K 0.02%
1,252
+33
472
$263K 0.02%
4,846
+55
473
$263K 0.02%
5,474
+63
474
$262K 0.02%
7,391
+85
475
$259K 0.02%
10,442
-3,214
17 18
19
20 21