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
476
$258K 0.02%
6,774
+77
477
$256K 0.02%
9,660
+110
478
$251K 0.02%
5,784
+65
479
$251K 0.02%
5,755
+65
480
$249K 0.02%
1,662
+18
481
$248K 0.02%
6,760
+77
482
$248K 0.02%
1,664
+43
483
$246K 0.02%
6,500
+74
484
$245K 0.02%
3,712
+42
485
$243K 0.02%
1,793
+45
486
$243K 0.02%
4,457
+69
487
$242K 0.02%
+5,946
488
$241K 0.02%
+5,426
489
$239K 0.02%
8,952
+101
490
$238K 0.02%
+2,450
491
$238K 0.02%
4,503
+51
492
$238K 0.02%
10,130
+257
493
$236K 0.02%
4,521
+51
494
$236K 0.02%
5,826
+116
495
$236K 0.02%
1,870
+21
496
$234K 0.02%
4,257
-6,152
497
$234K 0.02%
2,763
+31
498
$232K 0.02%
5,402
+138
499
$232K 0.02%
2,839
+31
500
$231K 0.02%
2,972
+34
18 19
20
21 22