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
251
$854K 0.04%
11,793
+572
252
$848K 0.04%
26,883
+2,134
253
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23,503
+1,456
254
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179,569
255
$816K 0.04%
11,978
256
$813K 0.04%
24,745
-18,478
257
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45,076
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258
$810K 0.04%
7,340
+378
259
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8,508
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260
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27,616
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261
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11,643
262
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10,221
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263
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264
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11,270
-64,479
265
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16,528
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266
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267
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12,400
268
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13,029
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269
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19,424
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271
$769K 0.04%
29,300
+3,589
272
$767K 0.04%
44,792
+2,271
273
$758K 0.04%
15,630
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274
$756K 0.04%
20,302
+1,100
275
$754K 0.04%
7,771
+431
9 10
11
12 13