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
376
$448K 0.02%
12,112
+3,413
377
$445K 0.02%
8,113
+410
378
$439K 0.02%
6,123
+315
379
$437K 0.02%
3,699
+186
380
$436K 0.02%
10,600
+546
381
$434K 0.02%
4,932
+302
382
$433K 0.02%
20,188
+1,248
383
$428K 0.02%
6,214
+277
384
$423K 0.02%
10,921
+567
385
$421K 0.02%
8,096
+408
386
$420K 0.02%
7,094
+450
387
$419K 0.02%
8,340
+441
388
$419K 0.02%
32,864
+1,048
389
$419K 0.02%
8,909
+484
390
$418K 0.02%
9,086
391
$418K 0.02%
5,816
+277
392
$417K 0.02%
16,574
-1,315
393
$415K 0.02%
108,160
+7,201
394
$414K 0.02%
13,312
+714
395
$411K 0.02%
2,985
+145
396
$411K 0.02%
8,405
+1,214
397
$410K 0.02%
5,165
+319
398
$405K 0.02%
5,930
-745
399
$405K 0.02%
10,205
+630
400
$403K 0.02%
3,432
+457
14 15
16
17 18