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
351
$428K 0.03%
9,383
+634
352
$427K 0.03%
92,048
+2,339
353
$427K 0.03%
6,174
+157
354
$426K 0.03%
5,796
+147
355
$425K 0.03%
13,718
+1,329
356
$424K 0.03%
4,192
+277
357
$423K 0.03%
26,830
+1,545
358
$423K 0.03%
28,366
+720
359
$415K 0.03%
10,524
+716
360
$415K 0.03%
3,241
+217
361
$415K 0.03%
3,153
+213
362
$408K 0.03%
8,189
+553
363
$407K 0.03%
812,520
+54,520
364
$406K 0.03%
14,887
+301
365
$404K 0.03%
3,957
+439
366
$390K 0.03%
2,379
+168
367
$389K 0.03%
3,849
+114
368
$389K 0.03%
7,663
+88
369
$388K 0.03%
15,300
+2,200
370
$387K 0.03%
18,274
+464
371
$384K 0.03%
12,598
+853
372
$383K 0.03%
10,717
+665
373
$379K 0.03%
2,905
+188
374
$378K 0.03%
2,436
+167
375
$378K 0.03%
10,174
+648
13 14
15
16 17