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
626
$85K ﹤0.01%
+844
627
$81K ﹤0.01%
+11,977
628
$69K ﹤0.01%
+12,060
629
$38K ﹤0.01%
+3,625
630
$26K ﹤0.01%
24,877
+12,046
631
– –
-58,941
632
– –
-188,872
633
– –
-11,614
634
– –
-10,959
635
– –
-28,056
636
– –
-2,188
637
– –
-23,557
638
– –
-15,300
639
– –
-8,000
640
– –
-2,704
641
– –
-41,491
642
– –
-2,843
643
– –
-46,396
644
– –
-27,308
645
– –
-6,494
646
– –
-23,366
647
– –
-2,371
648
– –
-6,322
649
– –
-4,149
650
– –
-116,500
24 25
26
27 28