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
$2.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.5M
3
+$16M
4
SNPS icon
Synopsys
SNPS
+$15M
5
ADP icon
Automatic Data Processing
ADP
+$13.9M

Top Sells

1
+$38.4M
2
+$13.8M
3
+$11.6M
4
CSCO icon
Cisco
CSCO
+$11.3M
5
WFC icon
Wells Fargo
WFC
+$10.8M

Sector Composition

1 Financials 16.01%
2 Healthcare 15.71%
3 Technology 15.04%
4 Industrials 11.46%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$460K 0.02%
7,592
+870
527
$458K 0.02%
29,546
+562
528
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4,485
-103
529
$454K 0.02%
8,549
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530
$453K 0.02%
2,555
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531
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20,097
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532
$447K 0.02%
27,008
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533
$447K 0.02%
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534
$442K 0.02%
14,779
-100,428
535
$442K 0.02%
17,020
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536
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4,177
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537
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4,299
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538
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5,034
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539
$432K 0.02%
5,831
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540
$430K 0.02%
9,028
541
$429K 0.02%
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13,241
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545
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546
$417K 0.02%
7,701
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547
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5,838
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548
$414K 0.02%
8,417
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549
$414K 0.02%
17,000
+887
550
$411K 0.02%
138,157
-4,605
20 21
22
23 24