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
501
$231K 0.02%
+2,966
502
$229K 0.02%
8,057
+92
503
$227K 0.02%
15,675
+180
504
$227K 0.02%
1,751
+19
505
$227K 0.02%
3,907
-1,428
506
$226K 0.02%
6,465
+74
507
$225K 0.02%
+1,604
508
$225K 0.02%
23
+8
509
$223K 0.02%
2,545
+28
510
$221K 0.02%
5,130
+58
511
$221K 0.02%
+2,807
512
$220K 0.02%
+11,980
513
$217K 0.01%
+3,730
514
$217K 0.01%
+5,093
515
$217K 0.01%
+3,887
516
$217K 0.01%
+2,071
517
$215K 0.01%
+2,379
518
$215K 0.01%
7,534
+86
519
$215K 0.01%
4,686
+119
520
$215K 0.01%
2,015
+22
521
$212K 0.01%
3,669
+41
522
$211K 0.01%
+2,128
523
$210K 0.01%
+13,161
524
$209K 0.01%
+6,194
525
$208K 0.01%
+6,126
19 20
21
22 23