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
301
$550K 0.04%
7,678
+557
302
$549K 0.04%
8,188
+94
303
$547K 0.04%
11,073
+4,512
304
$541K 0.04%
13,220
-3,904
305
$539K 0.04%
8,970
+653
306
$539K 0.04%
3,237
+288
307
$534K 0.04%
5,129
+402
308
$534K 0.04%
4,374
+333
309
$531K 0.04%
31,848
+2,400
310
$529K 0.04%
31,252
-25,959
311
$516K 0.04%
6,815
+509
312
$513K 0.04%
9,748
+726
313
$511K 0.04%
12,333
+608
314
$511K 0.04%
7,394
+471
315
$508K 0.03%
42,756
+2,692
316
$506K 0.03%
63,740
+4,230
317
$506K 0.03%
7,259
+185
318
$504K 0.03%
19,900
+2,100
319
$496K 0.03%
10,600
+600
320
$492K 0.03%
10,179
+638
321
$487K 0.03%
2,147
+200
322
$487K 0.03%
7,972
+459
323
$482K 0.03%
11,642
+2,084
324
$475K 0.03%
34,192
+1,975
325
$475K 0.03%
10,639
+122
11 12
13
14 15