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
$2.72B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$7.46M
3
+$7.02M
4
MWA icon
Mueller Water Products
MWA
+$6.96M
5
WMS icon
Advanced Drainage Systems
WMS
+$6.95M

Top Sells

1
+$7.8M
2
+$6.65M
3
+$5.77M
4
IPAR icon
Interparfums
IPAR
+$5.29M
5
UN
Unilever NV New York Registry Shares
UN
+$4.81M

Sector Composition

1 Financials 15.26%
2 Industrials 15.22%
3 Technology 15.08%
4 Healthcare 14.07%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PWR icon
601
Quanta Services
PWR
$84.7B
$371K 0.01%
13,247
+2,718
AEG icon
602
Aegon
AEG
$10.8B
$370K 0.01%
124,754
-13,403
BURL icon
603
Burlington
BURL
$18.9B
$370K 0.01%
4,565
+490
SIG icon
604
Signet Jewelers
SIG
$3.91B
$369K 0.01%
4,945
+222
SGEN
605
DELISTED
Seagen Inc. Common Stock
SGEN
$368K 0.01%
6,808
+615
GRMN icon
606
Garmin
GRMN
$48.3B
$366K 0.01%
7,609
+296
CMP icon
607
Compass Minerals
CMP
$1.06B
$364K 0.01%
4,937
+266
MRVL icon
608
Marvell Technology
MRVL
$67.7B
$364K 0.01%
27,410
+2,879
GAP
609
The Gap Inc
GAP
$10.1B
$364K 0.01%
16,356
+1,207
HRI icon
610
Herc Holdings
HRI
$4.7B
$360K 0.01%
10,697
-343
MTN icon
611
Vail Resorts
MTN
$4.83B
$360K 0.01%
2,295
+190
WOOF
612
DELISTED
VCA Inc.
WOOF
$360K 0.01%
5,146
+513
OSK icon
613
Oshkosh
OSK
$10.8B
$357K 0.01%
6,368
+438
GNTX icon
614
Gentex
GNTX
$5.02B
$354K 0.01%
20,131
+981
ARW icon
615
Arrow Electronics
ARW
$7.66B
$349K 0.01%
5,463
+408
HLF icon
616
Herbalife
HLF
$1.99B
$348K 0.01%
11,242
+906
WST icon
617
West Pharmaceutical
WST
$18.1B
$348K 0.01%
4,675
+513
GWR
618
DELISTED
Genesee & Wyoming Inc.
GWR
$348K 0.01%
5,040
+284
LECO icon
619
Lincoln Electric
LECO
$15.8B
$346K 0.01%
5,525
+238
BT
620
DELISTED
BT Group plc (ADR)
BT
$345K 0.01%
13,554
-994
EV
621
DELISTED
Eaton Vance Corp.
EV
$344K 0.01%
8,812
+76
HXL icon
622
Hexcel
HXL
$7.19B
$340K 0.01%
7,684
+155
UFS
623
DELISTED
DOMTAR CORPORATION (New)
UFS
$340K 0.01%
9,151
+489
ASML icon
624
ASML
ASML
$525B
$335K 0.01%
3,058
-231
FAF icon
625
First American
FAF
$7.16B
$335K 0.01%
8,527
+63
23 24
25
26 27