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
526
$183K 0.01%
+10,640
527
$172K 0.01%
+17,661
528
$171K 0.01%
+15,760
529
$165K 0.01%
+11,402
530
$145K 0.01%
+16,187
531
$133K 0.01%
+15,539
532
$130K 0.01%
16,900
-15,771
533
$124K 0.01%
+15,381
534
$122K 0.01%
+10,599
535
$108K 0.01%
+13,017
536
$97K 0.01%
+12,415
537
$88K 0.01%
42,236
+3,577
538
$84K 0.01%
+10,109
539
$78K 0.01%
+22,804
540
$38K ﹤0.01%
12,505
-11,669
541
– –
-56,206
542
– –
-3,220
543
– –
-303,390
544
– –
-94,670
545
– –
-3,197
546
– –
-13,956
547
– –
-15,010
548
– –
-13,890
549
– –
-13,518
550
– –
-34,683
20 21
22
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