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
$1.46B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.14M
3
+$8.29M
4
DE icon
Deere & Co
DE
+$6.28M
5
BK icon
Bank of New York Mellon
BK
+$6.27M

Top Sells

1
+$8.49M
2
+$8.04M
3
+$7.83M
4
MRO
Marathon Oil Corporation
MRO
+$7.23M
5
LHX icon
L3Harris
LHX
+$6.85M

Sector Composition

1 Financials 21.39%
2 Healthcare 17.65%
3 Technology 13.31%
4 Industrials 11.71%
5 Communication Services 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$923K 0.06%
21,313
+1,569
227
$922K 0.06%
23,237
+1,710
228
$894K 0.06%
22,592
+1,693
229
$887K 0.06%
10,325
+673
230
$881K 0.06%
5,919
+664
231
$869K 0.06%
11,846
+746
232
$867K 0.06%
12,266
+1,132
233
$864K 0.06%
15,607
+1,138
234
$862K 0.06%
8,801
+559
235
$857K 0.06%
11,786
+777
236
$853K 0.06%
20,347
+848
237
$852K 0.06%
57,450
+4,575
238
$844K 0.06%
61,650
+4,800
239
$843K 0.06%
12,051
+907
240
$839K 0.06%
26,515
+2,309
241
$836K 0.06%
32,142
+837
242
$816K 0.06%
46,396
+1,200
243
$776K 0.05%
60,450
+3,330
244
$776K 0.05%
16,460
+1,060
245
$766K 0.05%
11,700
246
$765K 0.05%
11,834
+693
247
$755K 0.05%
11,434
+692
248
$749K 0.05%
5,812
+353
249
$746K 0.05%
8,279
+463
250
$746K 0.05%
6,778
+395
8 9
10
11 12