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
251
$738K 0.05%
15,202
+2,318
252
$727K 0.05%
17,450
+1,015
253
$712K 0.05%
14,127
+871
254
$711K 0.05%
3,116
+566
255
$705K 0.05%
15,458
+378
256
$702K 0.05%
27,368
+2,043
257
$695K 0.05%
11,173
+701
258
$684K 0.05%
10,650
+271
259
$682K 0.05%
19,232
+968
260
$679K 0.05%
12,226
+707
261
$675K 0.05%
8,864
+611
262
$669K 0.05%
6,100
+100
263
$665K 0.05%
16,826
+952
264
$661K 0.05%
49,144
+3,144
265
$658K 0.05%
5,237
+392
266
$649K 0.04%
19,037
+471
267
$646K 0.04%
6,062
+442
268
$642K 0.04%
4,674
+301
269
$634K 0.04%
4,785
+321
270
$626K 0.04%
5,572
-3,058
271
$621K 0.04%
3,972
+298
272
$619K 0.04%
8,237
+691
273
$618K 0.04%
2,423
+191
274
$616K 0.04%
8,756
+634
275
$613K 0.04%
8,404
+622
9 10
11
12 13