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
601
$331K 0.01%
18,377
+2,121
602
$326K 0.01%
3,289
603
$325K 0.01%
12,345
-63
604
$322K 0.01%
3,020
+163
605
$322K 0.01%
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606
$321K 0.01%
5,546
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607
$321K 0.01%
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608
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12,359
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609
$321K 0.01%
15,149
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610
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3,285
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611
$320K 0.01%
8,405
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612
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613
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10,955
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614
$318K 0.01%
3,799
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615
$318K 0.01%
4,288
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616
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618
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4,386
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621
$314K 0.01%
8,560
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5,055
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623
$313K 0.01%
4,633
+333
624
$312K 0.01%
5,287
+194
625
$311K 0.01%
4,768
+214
23 24
25
26 27