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
751
$156K 0.01%
17,587
+324
752
$153K 0.01%
33,840
+548
753
$147K 0.01%
3,593
+395
754
$133K 0.01%
10,644
-779
755
$133K 0.01%
+12,135
756
$99K ﹤0.01%
10,238
757
$95K ﹤0.01%
24,424
758
$86K ﹤0.01%
14,183
-70
759
$72K ﹤0.01%
11,893
760
– –
-143,975
761
– –
-11,438
762
– –
-183,810
763
– –
-570
764
– –
-16,300
765
– –
-12,550
766
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-16,746
767
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-5,850
768
– –
-15,238
769
– –
-14,961
770
– –
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771
– –
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772
– –
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773
– –
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774
– –
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775
– –
-2,203
29 30
31
32 33