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
HCSG icon
726
Healthcare Services Group
HCSG
$1.5B
$236K 0.01%
5,973
+260
AMSG
727
DELISTED
Amsurg Corp
AMSG
$236K 0.01%
3,519
+339
BAH icon
728
Booz Allen Hamilton
BAH
$9.55B
$235K 0.01%
+7,427
FLO icon
729
Flowers Foods
FLO
$1.95B
$234K 0.01%
15,498
+109
IHG icon
730
InterContinental Hotels
IHG
$20.3B
$232K 0.01%
5,065
-301
LSTR icon
731
Landstar System
LSTR
$5.56B
$232K 0.01%
3,412
+186
SKX
732
DELISTED
Skechers
SKX
$232K 0.01%
10,148
+3,203
PRXL
733
DELISTED
Parexel International Corp
PRXL
$232K 0.01%
+3,346
RRX icon
734
Regal Rexnord
RRX
$14.3B
$231K 0.01%
+3,880
ROL icon
735
Rollins
ROL
$28.9B
$230K 0.01%
17,658
+1,028
MANH icon
736
Manhattan Associates
MANH
$8.87B
$228K 0.01%
3,960
+259
RDN icon
737
Radian Group
RDN
$4.69B
$226K 0.01%
16,644
+96
AEO icon
738
American Eagle Outfitters
AEO
$3.77B
$225K 0.01%
12,582
+1,733
UHAL icon
739
U-Haul Holding Co
UHAL
$9.71B
$223K 0.01%
+6,880
AER icon
740
AerCap
AER
$23.8B
$221K 0.01%
5,750
-354
MTG icon
741
MGIC Investment
MTG
$5.79B
$221K 0.01%
27,601
+682
MZTI
742
The Marzetti Company
MZTI
$4.56B
$219K 0.01%
+1,661
CY
743
DELISTED
Cypress Semiconductor
CY
$219K 0.01%
18,015
+929
PRA icon
744
ProAssurance
PRA
$1.26B
$217K 0.01%
4,134
+25
LGF
745
DELISTED
Lions Gate Entertainment
LGF
$217K 0.01%
+10,867
SHPG
746
DELISTED
Shire pic
SHPG
$216K 0.01%
1,112
-84
CSRA
747
DELISTED
CSRA Inc.
CSRA
$215K 0.01%
+7,983
EEFT icon
748
Euronet Worldwide
EEFT
$3.03B
$214K 0.01%
+2,619
FHI icon
749
Federated Hermes
FHI
$4.38B
$214K 0.01%
7,229
+73
TKR icon
750
Timken Company
TKR
$7.41B
$214K 0.01%
+6,103