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
351
$508K 0.03%
12,100
+610
352
$507K 0.03%
19,638
353
$506K 0.03%
13,472
+832
354
$506K 0.03%
10,786
+539
355
$501K 0.03%
5,516
+281
356
$498K 0.02%
2,425
357
$497K 0.02%
620
+32
358
$494K 0.02%
7,286
+385
359
$492K 0.02%
2,704
+132
360
$490K 0.02%
5,255
+264
361
$488K 0.02%
14,221
+719
362
$486K 0.02%
14,168
+1,657
363
$485K 0.02%
5,850
+296
364
$481K 0.02%
4,087
+564
365
$480K 0.02%
3,261
+166
366
$479K 0.02%
9,911
+589
367
$477K 0.02%
5,998
+312
368
$477K 0.02%
8,040
+369
369
$477K 0.02%
7,168
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370
$475K 0.02%
14,857
+757
371
$471K 0.02%
7,276
+451
372
$467K 0.02%
3,094
+165
373
$466K 0.02%
23,932
+1,155
374
$457K 0.02%
15,798
+789
375
$454K 0.02%
14,342
+884
13 14
15
16 17