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
276
$754K 0.04%
54,992
277
$752K 0.04%
+16,227
278
$746K 0.04%
13,556
279
$746K 0.04%
5,370
+275
280
$743K 0.04%
15,500
281
$743K 0.04%
9,404
+507
282
$743K 0.04%
21,328
+2,438
283
$740K 0.04%
12,717
+1,360
284
$738K 0.04%
51,250
+2,450
285
$734K 0.04%
14,302
+888
286
$734K 0.04%
14,450
+904
287
$732K 0.04%
10,798
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288
$722K 0.04%
55,635
289
$718K 0.04%
173,792
-3,863
290
$710K 0.04%
71,968
+8,848
291
$707K 0.04%
16,320
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292
$703K 0.04%
5,767
+306
293
$701K 0.04%
21,023
+2,394
294
$701K 0.04%
31,674
295
$694K 0.03%
26,979
296
$691K 0.03%
5,978
+290
297
$687K 0.03%
28,346
+1,601
298
$684K 0.03%
25,004
+2,825
299
$684K 0.03%
6,739
+374
300
$674K 0.03%
6,255
10 11
12
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