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
526
$207K 0.01%
+3,718
527
$207K 0.01%
+1,719
528
$206K 0.01%
+4,406
529
$206K 0.01%
8,000
530
$205K 0.01%
+4,443
531
$205K 0.01%
4,327
+49
532
$205K 0.01%
+2,706
533
$205K 0.01%
+1,409
534
$204K 0.01%
10,763
+123
535
$204K 0.01%
+1,448
536
$204K 0.01%
+5,050
537
$204K 0.01%
2,950
+33
538
$204K 0.01%
2,925
+33
539
$202K 0.01%
2,956
+33
540
$202K 0.01%
5,867
+68
541
$202K 0.01%
+3,783
542
$201K 0.01%
+3,177
543
$192K 0.01%
10,457
+266
544
$189K 0.01%
15,943
+183
545
$184K 0.01%
2,847
+32
546
$181K 0.01%
17,866
+205
547
$178K 0.01%
10,721
+122
548
$175K 0.01%
11,534
+132
549
$166K 0.01%
16,375
+188
550
$160K 0.01%
15,719
+180
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