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
326
$581K 0.03%
39,110
+2,567
327
$580K 0.03%
12,180
+571
328
$576K 0.03%
7,797
+392
329
$573K 0.03%
38,219
+1,786
330
$571K 0.03%
18,047
+880
331
$564K 0.03%
12,271
+759
332
$559K 0.03%
5,309
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333
$558K 0.03%
61,939
+3,119
334
$555K 0.03%
9,837
+437
335
$555K 0.03%
11,701
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336
$553K 0.03%
6,569
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337
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2,869
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338
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22,485
+1,271
339
$539K 0.03%
500
340
$535K 0.03%
17,333
+1,033
341
$529K 0.03%
2,492
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342
$526K 0.03%
16,893
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343
$519K 0.03%
9,054
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344
$518K 0.03%
56,628
+2,892
345
$517K 0.03%
10,329
+483
346
$515K 0.03%
6,287
+324
347
$512K 0.03%
14,094
+1,523
348
$511K 0.03%
39,262
+1,989
349
$510K 0.03%
10,064
+533
350
$509K 0.03%
2,461
+109
12 13
14
15 16