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
$2B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.6M
3
+$9.95M
4
USB icon
US Bancorp
USB
+$9.83M
5
NOV icon
NOV
NOV
+$8.08M

Top Sells

1
+$38.2M
2
+$37.3M
3
+$14.1M
4
FITB
Fifth Third Bancorp
FITB
+$8.73M
5
BT
BT Group plc (ADR)
BT
+$6.95M

Sector Composition

1 Financials 22.35%
2 Healthcare 18.3%
3 Technology 13%
4 Industrials 12.23%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$248K 0.01%
5,423
527
$245K 0.01%
21,979
+4,427
528
$245K 0.01%
4,744
+197
529
$244K 0.01%
18,132
+837
530
$241K 0.01%
8,745
+399
531
$240K 0.01%
4,889
+211
532
$240K 0.01%
6,376
+266
533
$239K 0.01%
12,692
+539
534
$238K 0.01%
4,212
+190
535
$238K 0.01%
2,967
+119
536
$238K 0.01%
2,695
+107
537
$235K 0.01%
2,077
+94
538
$234K 0.01%
+3,171
539
$233K 0.01%
5,313
+244
540
$230K 0.01%
5,132
+219
541
$230K 0.01%
22,641
+1,175
542
$229K 0.01%
33,619
543
$229K 0.01%
4,964
+215
544
$228K 0.01%
+3,970
545
$228K 0.01%
4,030
546
$227K 0.01%
11,264
+561
547
$226K 0.01%
+2,860
548
$226K 0.01%
2,592
+115
549
$226K 0.01%
2,688
+116
550
$225K 0.01%
4,180
+182
20 21
22
23 24