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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$16.4M
3
+$14.8M
4
T icon
AT&T
T
+$14.7M
5
INTC icon
Intel
INTC
+$13.8M

Top Sells

1
+$25.5M
2
+$21.8M
3
+$15.8M
4
WU icon
Western Union
WU
+$15.3M
5
BT
BT Group plc (ADR)
BT
+$14.5M

Sector Composition

1 Healthcare 17.56%
2 Financials 17.15%
3 Technology 15.06%
4 Industrials 10.33%
5 Communication Services 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-4,826
752
– –
-12,017
753
– –
-5,101
754
– –
-2,071
755
– –
-51,615
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