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
476
$240K 0.02%
+3,264
477
$240K 0.02%
+1,993
478
$239K 0.02%
+18,219
479
$239K 0.02%
+5,690
480
$238K 0.02%
+6,697
481
$238K 0.02%
+2,815
482
$237K 0.02%
+5,205
483
$232K 0.02%
+6,391
484
$231K 0.02%
+4,452
485
$231K 0.02%
2,808
-21,905
486
$230K 0.02%
+14,094
487
$229K 0.02%
+5,348
488
$227K 0.02%
+5,719
489
$227K 0.02%
+5,794
490
$225K 0.02%
9,873
-9,212
491
$225K 0.02%
+4,388
492
$223K 0.02%
+1,732
493
$223K 0.02%
+1,757
494
$221K 0.02%
+4,470
495
$220K 0.02%
+12,430
496
$220K 0.02%
9,410
-9,800
497
$219K 0.02%
+5,799
498
$218K 0.02%
+3,692
499
$216K 0.02%
+4,952
500
$216K 0.02%
+7,448
18 19
20
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