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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
$2.72B
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 Industrials 15.36%
2 Financials 15.26%
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
P
776
DELISTED
Pandora Media Inc
P
$180K 0.01%
12,590
+1,946
WEN icon
777
Wendy's
WEN
$1.28B
$179K 0.01%
16,544
+231
JCP
778
DELISTED
J.C. Penney Company, Inc.
JCP
$179K 0.01%
19,467
+1,880
JNS
779
DELISTED
Janus Capital Group Inc
JNS
$159K 0.01%
11,334
+69
FIT
780
DELISTED
Fitbit, Inc. Class A common stock
FIT
$154K 0.01%
+10,392
PSO icon
781
Pearson
PSO
$9.29B
$150K 0.01%
15,356
-952
ICL icon
782
ICL Group
ICL
$7.22B
$89K ﹤0.01%
22,747
-1,677
STLA icon
783
Stellantis
STLA
$20.4B
$85K ﹤0.01%
13,262
-921
AIT icon
784
Applied Industrial Technologies
AIT
$11.9B
– –
-86,556
ATNI icon
785
ATN International
ATNI
$405M
– –
-38,327
BGC icon
786
BGC Group
BGC
$5.26B
– –
-328,800
CLW icon
787
Clearwater Paper
CLW
$263M
– –
-41,076
CNXN icon
788
PC Connection
CNXN
$1.85B
– –
-120,486
COHR icon
789
Coherent
COHR
$69.6B
– –
-143,301
EFA icon
790
iShares MSCI EAFE ETF
EFA
$75.9B
– –
-32,721
FCNCA icon
791
First Citizens BancShares
FCNCA
$24.3B
– –
-13,929
FIBK icon
792
First Interstate BancSystem
FIBK
$3.51B
– –
-130,687
FISI icon
793
Financial Institutions
FISI
$739M
– –
-113,044
FSLR icon
794
First Solar
FSLR
$28.2B
– –
-160,981
GOOG icon
795
Alphabet (Google) Class C
GOOG
$4.42T
– –
-43,780
HEDJ icon
796
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
– –
-92,720
HUBG icon
797
HUB Group
HUBG
$2.74B
– –
-117,168
IBOC icon
798
International Bancshares
IBOC
$4.63B
– –
-136,652
IPAR icon
799
Interparfums
IPAR
$3.1B
– –
-185,053
JBSS icon
800
John B. Sanfilippo & Son
JBSS
$898M
– –
-38,255
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