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
$1.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$5.1M
3
+$4.23M
4
PLXS icon
Plexus
PLXS
+$4.01M
5
VOD icon
Vodafone
VOD
+$3.65M

Top Sells

1
+$7.61M
2
+$6.5M
3
+$5.73M
4
EW icon
Edwards Lifesciences
EW
+$5.53M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$5.29M

Sector Composition

1 Financials 21.15%
2 Healthcare 17.01%
3 Technology 14.78%
4 Industrials 11.71%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$118K 0.01%
13,321
+154
577
$113K 0.01%
10,345
+119
578
$63K ﹤0.01%
23,366
+280
579
$16K ﹤0.01%
12,831
580
– –
-2,807
581
– –
-2,818
582
– –
-23
583
– –
-4,598
584
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-7,128
585
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-2,147
586
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-45,359
587
– –
-5,867
588
– –
-1,664
589
– –
-85,998
590
– –
-43,367
591
– –
-3,909
592
– –
-2,925
593
– –
-8,545
594
– –
-10,721
595
– –
-167,386
596
– –
-51,772
597
– –
-32,142
598
– –
-11,793
599
– –
-43,377
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