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
376
$377K 0.03%
6,992
+178
377
$377K 0.03%
10,994
+762
378
$376K 0.03%
7,051
+484
379
$376K 0.03%
10,819
+735
380
$376K 0.03%
15,736
+1,096
381
$376K 0.03%
7,525
+86
382
$375K 0.03%
5,852
+352
383
$374K 0.03%
548
+37
384
$371K 0.03%
10,791
+1,054
385
$370K 0.03%
3,283
+199
386
$366K 0.03%
4,782
+54
387
$366K 0.03%
3,205
+81
388
$364K 0.02%
3,434
+228
389
$363K 0.02%
2,398
+174
390
$361K 0.02%
9,711
+246
391
$359K 0.02%
28,700
+735
392
$359K 0.02%
3,873
+248
393
$357K 0.02%
15,808
+1,088
394
$355K 0.02%
6,637
+445
395
$355K 0.02%
11,131
+747
396
$353K 0.02%
15,943
+1,088
397
$353K 0.02%
8,313
+534
398
$351K 0.02%
5,173
+411
399
$350K 0.02%
10,276
+116
400
$347K 0.02%
9,917
+114
14 15
16
17 18