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
$2.67B
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$6.14M
3
+$5.96M
4
WP
Worldpay, Inc.
WP
+$5.65M
5
VMW
VMware, Inc
VMW
+$5.32M

Top Sells

1
+$12.1M
2
+$7.1M
3
+$6.26M
4
HDS
HD Supply Holdings, Inc.
HDS
+$5.43M
5
CHRW icon
C.H. Robinson
CHRW
+$5.34M

Sector Composition

1 Financials 16.76%
2 Industrials 14.98%
3 Technology 14.81%
4 Healthcare 12.89%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXS icon
576
AXIS Capital
AXS
$8.24B
$425K 0.02%
6,505
-718
TSS
577
DELISTED
Total System Services, Inc.
TSS
$425K 0.02%
8,673
-472
ANSS
578
DELISTED
Ansys
ANSS
$421K 0.02%
4,548
-301
JAZZ icon
579
Jazz Pharmaceuticals
JAZZ
$11.7B
$419K 0.02%
3,847
-35
KYO
580
DELISTED
Kyocera Adr
KYO
$417K 0.02%
8,371
-52
POST icon
581
Post Holdings
POST
$5.11B
$416K 0.02%
7,912
-408
XRX icon
582
Xerox
XRX
$219M
$413K 0.02%
26,912
-3,105
LDOS icon
583
Leidos
LDOS
$22.7B
$411K 0.02%
8,035
-535
PWR icon
584
Quanta Services
PWR
$85.7B
$411K 0.02%
11,793
-1,454
RNR icon
585
RenaissanceRe
RNR
$13.4B
$411K 0.02%
3,015
-341
ENH
586
DELISTED
Endurance Specialty Holdings Ltd
ENH
$410K 0.02%
4,441
-533
MD icon
587
Pediatrix Medical
MD
$1.64B
$409K 0.02%
6,138
+40
AIZ icon
588
Assurant
AIZ
$11.6B
$402K 0.02%
4,331
-26
CBOE icon
589
Cboe Global Markets
CBOE
$31.1B
$401K 0.02%
5,433
-327
SPLS
590
DELISTED
Staples Inc
SPLS
$398K 0.01%
43,963
-3,700
WST icon
591
West Pharmaceutical
WST
$18.1B
$398K 0.01%
4,697
+22
UTHR icon
592
United Therapeutics
UTHR
$22.1B
$390K 0.01%
2,717
-78
OZK icon
593
Bank OZK
OZK
$5.26B
$389K 0.01%
7,403
-682
WCG
594
DELISTED
Wellcare Health Plans, Inc.
WCG
$387K 0.01%
+2,826
OI icon
595
O-I Glass
OI
$2.05B
$384K 0.01%
22,036
-1,596
JWN
596
DELISTED
Nordstrom
JWN
$382K 0.01%
7,976
-1,209
STE icon
597
Steris
STE
$24.3B
$381K 0.01%
5,661
-65
VISN
598
Vistance Networks Inc
VISN
$3.95B
$376K 0.01%
10,107
+1,175
LECO icon
599
Lincoln Electric
LECO
$15.8B
$375K 0.01%
4,889
-636
OSK icon
600
Oshkosh
OSK
$10.8B
$375K 0.01%
5,801
-567
22 23
24
25 26