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
276
$228K 0.03%
6,769
-214
277
$224K 0.03%
14,826
278
$221K 0.03%
6,445
-227
279
$220K 0.03%
2,955
-157
280
$219K 0.03%
+1,885
281
$219K 0.03%
2,456
-150
282
$217K 0.03%
10,665
283
$215K 0.03%
+2,183
284
$215K 0.03%
+873
285
$212K 0.03%
+5,086
286
$210K 0.03%
+3,583
287
$210K 0.03%
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288
$209K 0.03%
2,720
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289
$209K 0.03%
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290
$206K 0.03%
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291
$206K 0.03%
+5,770
292
$205K 0.03%
14,055
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293
$203K 0.03%
11,591
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294
$203K 0.03%
+4,903
295
$203K 0.03%
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296
$199K 0.02%
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297
$194K 0.02%
14,122
-459
298
$152K 0.02%
15,674
299
$124K 0.02%
13,434
-682
300
$121K 0.02%
+27,360
9 10 11
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