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
276
$611K 0.04%
3,155
+293
277
$610K 0.04%
5,865
+392
278
$603K 0.04%
500
+80
279
$601K 0.04%
13,011
+1,036
280
$599K 0.04%
46,220
+1,175
281
$598K 0.04%
5,375
+315
282
$595K 0.04%
13,276
+336
283
$595K 0.04%
6,196
+467
284
$594K 0.04%
10,297
+719
285
$588K 0.04%
8,717
+588
286
$584K 0.04%
21,554
+562
287
$582K 0.04%
15,947
+841
288
$581K 0.04%
500
+70
289
$576K 0.04%
54,561
+4,009
290
$576K 0.04%
12,877
+1,715
291
$574K 0.04%
8,151
+606
292
$574K 0.04%
12,199
+720
293
$573K 0.04%
21,242
+1,522
294
$571K 0.04%
7,492
+85
295
$567K 0.04%
8,510
+461
296
$563K 0.04%
5,082
+352
297
$562K 0.04%
10,826
+794
298
$557K 0.04%
8,455
+481
299
$551K 0.04%
7,577
+583
300
$551K 0.04%
386
-36
10 11
12
13 14