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
551
$157K 0.01%
18,430
+211
552
$152K 0.01%
16,135
+185
553
$131K 0.01%
15,560
+179
554
$130K 0.01%
17,340
+440
555
$117K 0.01%
12,559
+144
556
$111K 0.01%
13,167
+150
557
$92K 0.01%
10,226
+117
558
$62K ﹤0.01%
23,086
+282
559
$46K ﹤0.01%
43,367
+1,131
560
$23K ﹤0.01%
12,831
+326
561
– –
-19,661
562
– –
-24,564
563
– –
-6,314
564
– –
-11,880
565
– –
-2,092
566
– –
-10,036
567
– –
-40,350
568
– –
-9,335
569
– –
-9,410
570
– –
-1,757
571
– –
-5,069
572
– –
-15,300
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