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
$2B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$19.6M
3
+$9.31M
4
MCO icon
Moody's
MCO
+$9.19M
5
NOV icon
NOV
NOV
+$7.44M

Top Sells

1
+$38.2M
2
+$37.3M
3
+$13.1M
4
FITB icon
Fifth Third Bancorp
FITB
+$8.73M
5
BT
BT Group plc (ADR)
BT
+$6.42M

Sector Composition

1 Financials 22.35%
2 Healthcare 18.3%
3 Technology 13.01%
4 Industrials 12.22%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$975K 0.05%
23,800
+800
227
$969K 0.05%
15,081
+883
228
$965K 0.05%
18,185
+3,292
229
$961K 0.05%
35,436
230
$949K 0.05%
9,109
+449
231
$941K 0.05%
56,805
-405
232
$938K 0.05%
22,772
+1,070
233
$937K 0.05%
5,960
+282
234
$928K 0.05%
8,507
+856
235
$921K 0.05%
30,794
236
$921K 0.05%
31,870
+1,109
237
$915K 0.05%
12,327
+699
238
$912K 0.05%
14,074
239
$903K 0.05%
14,797
+1,765
240
$901K 0.04%
11,848
+580
241
$898K 0.04%
14,366
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242
$893K 0.04%
91,168
+18,205
243
$890K 0.04%
19,450
+1,010
244
$882K 0.04%
25,373
+1,352
245
$882K 0.04%
8,481
246
$874K 0.04%
27,900
-17,536
247
$864K 0.04%
14,428
+690
248
$861K 0.04%
9,702
+1,079
249
$861K 0.04%
4,529
+593
250
$859K 0.04%
12,360
+637
8 9
10
11 12