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
$2.26B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$28.6M
3
+$28.4M
4
MCK icon
McKesson
MCK
+$27.8M
5
AFG icon
American Financial Group
AFG
+$27.7M

Top Sells

1
+$27M
2
+$9.36M
3
+$6.56M
4
K
Kellanova
K
+$6.5M
5
PRE
PARTNERRE LTD
PRE
+$5.53M

Sector Composition

1 Financials 20.95%
2 Healthcare 19.9%
3 Technology 14.8%
4 Industrials 12.73%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$249K 0.01%
12,017
+621
552
$248K 0.01%
2,477
-272
553
$248K 0.01%
13,597
-4,508
554
$248K 0.01%
+5,393
555
$245K 0.01%
17,295
+1,380
556
$245K 0.01%
12,153
-1,951
557
$245K 0.01%
4,022
+135
558
$244K 0.01%
4,913
+897
559
$243K 0.01%
10,881
-5,700
560
$242K 0.01%
5,498
+333
561
$242K 0.01%
4,965
-904
562
$242K 0.01%
4,694
+395
563
$242K 0.01%
+4,839
564
$241K 0.01%
4,749
-1,736
565
$240K 0.01%
6,296
-89
566
$239K 0.01%
5,422
+729
567
$239K 0.01%
10,464
+1,725
568
$239K 0.01%
+4,881
569
$238K 0.01%
+4,030
570
$238K 0.01%
+12,141
571
$237K 0.01%
+10,703
572
$236K 0.01%
2,588
-1,427
573
$236K 0.01%
+4,790
574
$235K 0.01%
+9,206
575
$235K 0.01%
+9,830
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