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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
726
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727
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728
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729
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730
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-25,456
731
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732
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-4,722
733
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734
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735
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736
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-132,067
737
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738
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739
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-9,386
740
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741
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-12,700
742
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743
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744
– –
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745
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746
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-110,707
747
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-1,704,947
748
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749
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-18,053
750
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-2,520
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