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
501
$215K 0.02%
+6,683
502
$215K 0.02%
+8,851
503
$214K 0.02%
+6,426
504
$213K 0.02%
+2,938
505
$213K 0.02%
4,567
-4,262
506
$211K 0.02%
+5,069
507
$210K 0.02%
+5,072
508
$210K 0.02%
+3,820
509
$209K 0.02%
+15,495
510
$208K 0.02%
+1,644
511
$207K 0.02%
+2,732
512
$207K 0.02%
+9,335
513
$207K 0.02%
+1,849
514
$206K 0.02%
+6,314
515
$206K 0.02%
+10,036
516
$205K 0.02%
+2,923
517
$205K 0.02%
8,000
518
$203K 0.02%
+5,710
519
$202K 0.02%
+2,917
520
$202K 0.02%
+2,517
521
$201K 0.01%
3,628
-40,251
522
$201K 0.01%
+3,670
523
$201K 0.01%
+4,278
524
$201K 0.01%
+15,950
525
$201K 0.01%
+2,892
19 20
21
22 23