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
326
$473K 0.03%
4,427
+297
327
$469K 0.03%
15,883
+403
328
$464K 0.03%
2,186
+148
329
$462K 0.03%
10,668
+805
330
$460K 0.03%
11,174
+955
331
$457K 0.03%
2,871
+196
332
$457K 0.03%
25,216
+1,570
333
$456K 0.03%
6,479
+410
334
$456K 0.03%
4,376
+111
335
$456K 0.03%
4,609
+455
336
$452K 0.03%
8,458
+525
337
$450K 0.03%
3,024
+245
338
$449K 0.03%
13,310
+999
339
$446K 0.03%
11,447
+793
340
$444K 0.03%
5,250
+294
341
$444K 0.03%
12,032
+691
342
$442K 0.03%
6,045
+411
343
$441K 0.03%
6,999
+476
344
$441K 0.03%
5,553
+325
345
$439K 0.03%
15,732
+1,048
346
$439K 0.03%
5,871
+387
347
$438K 0.03%
31,374
+818
348
$436K 0.03%
6,046
+408
349
$432K 0.03%
12,384
+799
350
$431K 0.03%
5,761
+368
12 13
14
15 16