CIM

Calvert Investment Management Portfolio holdings

AUM $2.67B
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$803M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$4.02M
3
+$3.51M
4
C icon
Citigroup
C
+$3.29M
5
USB icon
US Bancorp
USB
+$2.92M

Top Sells

1
+$7.26M
2
+$4.3M
3
+$3.64M
4
COP icon
ConocoPhillips
COP
+$3.46M
5
JNY
JONES GROUP INC COM STK (PA)
JNY
+$3.4M

Sector Composition

1 Financials 21.23%
2 Healthcare 13.62%
3 Technology 12.54%
4 Energy 8.98%
5 Communication Services 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$427K 0.05%
10,603
-429
227
$406K 0.05%
15,582
228
$402K 0.05%
7,498
-66
229
$388K 0.05%
40,763
-2,132
230
$388K 0.05%
13,764
-880
231
$376K 0.05%
16,254
232
$373K 0.05%
8,383
233
$366K 0.05%
26,378
234
$362K 0.05%
6,800
235
$359K 0.04%
7,700
-50,800
236
$358K 0.04%
+15,800
237
$354K 0.04%
57,395
238
$351K 0.04%
+8,630
239
$349K 0.04%
4,471
-170
240
$347K 0.04%
3,514
241
$343K 0.04%
+9,608
242
$341K 0.04%
2,835
-123
243
$336K 0.04%
5,288
-229
244
$334K 0.04%
11,060
-1,016
245
$328K 0.04%
1,211
-91
246
$328K 0.04%
7,168
247
$320K 0.04%
3,468
-106
248
$319K 0.04%
+7,286
249
$318K 0.04%
12,266
250
$314K 0.04%
4,558
-144
8 9
10
11 12