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
$2.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.5M
3
+$16M
4
SNPS icon
Synopsys
SNPS
+$15M
5
ADP icon
Automatic Data Processing
ADP
+$13.9M

Top Sells

1
+$38.4M
2
+$13.8M
3
+$11.6M
4
CSCO icon
Cisco
CSCO
+$11.3M
5
WFC icon
Wells Fargo
WFC
+$10.8M

Sector Composition

1 Financials 16.01%
2 Healthcare 15.71%
3 Technology 15.04%
4 Industrials 11.46%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$566K 0.02%
11,583
477
$565K 0.02%
54,692
478
$564K 0.02%
11,402
+976
479
$559K 0.02%
+15,669
480
$556K 0.02%
13,526
-385
481
$556K 0.02%
7,446
-2,243
482
$553K 0.02%
12,205
+1,290
483
$552K 0.02%
61,698
-1,406
484
$550K 0.02%
32,229
-4,027
485
$550K 0.02%
6,791
-31
486
$545K 0.02%
28,419
-383,340
487
$542K 0.02%
40,815
+415
488
$536K 0.02%
+8,667
489
$527K 0.02%
15,244
+122
490
$527K 0.02%
+47,645
491
$526K 0.02%
177,040
492
$526K 0.02%
5,579
+451
493
$522K 0.02%
+3,692
494
$518K 0.02%
7,460
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495
$517K 0.02%
21,433
+2,547
496
$516K 0.02%
16,050
+1,761
497
$513K 0.02%
20,516
+1,816
498
$512K 0.02%
12,846
+3,630
499
$510K 0.02%
4,426
-39
500
$509K 0.02%
8,168
+1,223
18 19
20
21 22