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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
$2.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$27.5M
3
+$24.1M
4
GILD icon
Gilead Sciences
GILD
+$17.3M
5
PFE icon
Pfizer
PFE
+$13.1M

Top Sells

1
+$29.9M
2
+$25.5M
3
+$23.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$23.2M
5
T icon
AT&T
T
+$20.5M

Sector Composition

1 Financials 20.87%
2 Healthcare 19.46%
3 Technology 13.21%
4 Industrials 10.93%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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702
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703
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704
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-5,165
705
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706
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-304,303
707
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-15,500
708
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-21,979
709
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710
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-207,901
714
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715
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716
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-10,807
717
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718
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719
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720
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721
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722
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723
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725
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-38,219
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