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
301
$674K 0.03%
3,137
+12
302
$673K 0.03%
36,000
+2,600
303
$664K 0.03%
55,225
304
$660K 0.03%
6,782
+376
305
$647K 0.03%
9,712
+1,559
306
$643K 0.03%
10,702
+483
307
$640K 0.03%
20,503
+2,127
308
$636K 0.03%
+14,300
309
$633K 0.03%
17,511
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310
$630K 0.03%
12,038
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311
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8,844
+123
312
$622K 0.03%
35,900
313
$621K 0.03%
36,787
314
$614K 0.03%
41,821
+5,415
315
$611K 0.03%
5,357
+597
316
$608K 0.03%
6,254
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317
$607K 0.03%
22,514
+1,395
318
$606K 0.03%
12,803
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319
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20,421
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320
$602K 0.03%
8,972
+418
321
$598K 0.03%
3,401
+169
322
$594K 0.03%
6,666
+403
323
$586K 0.03%
8,592
+503
324
$586K 0.03%
22,152
+2,435
325
$584K 0.03%
500
11 12
13
14 15