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
651
$275K 0.01%
327
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652
$272K 0.01%
4,075
+26
653
$272K 0.01%
5,343
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654
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16,100
656
$270K 0.01%
13,320
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657
$269K 0.01%
5,702
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658
$265K 0.01%
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$265K 0.01%
13,295
-28
660
$264K 0.01%
4,317
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661
$263K 0.01%
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662
$262K 0.01%
8,997
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$261K 0.01%
8,490
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664
$259K 0.01%
18,779
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665
$257K 0.01%
8,702
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666
$253K 0.01%
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$250K 0.01%
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670
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671
$248K 0.01%
4,302
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672
$247K 0.01%
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673
$247K 0.01%
3,180
+29
674
$246K 0.01%
5,497
675
$246K 0.01%
6,750
+852
25 26
27
28 29