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
401
$346K 0.02%
58,941
+1,497
402
$345K 0.02%
+10,200
403
$345K 0.02%
12,200
-255,600
404
$339K 0.02%
12,776
+145
405
$338K 0.02%
15,128
+171
406
$337K 0.02%
5,748
+400
407
$337K 0.02%
15,617
+179
408
$332K 0.02%
3,885
+251
409
$331K 0.02%
4,367
+50
410
$330K 0.02%
9,460
+108
411
$330K 0.02%
6,891
+79
412
$327K 0.02%
4,384
+296
413
$327K 0.02%
6,005
+152
414
$325K 0.02%
15,900
+1,806
415
$325K 0.02%
7,675
+1,881
416
$324K 0.02%
+7,128
417
$324K 0.02%
1,071
+12
418
$324K 0.02%
2,532
+170
419
$324K 0.02%
5,310
+61
420
$323K 0.02%
7,234
+82
421
$320K 0.02%
30,410
+350
422
$318K 0.02%
3,909
+269
423
$315K 0.02%
6,715
+76
424
$311K 0.02%
12,315
+141
425
$310K 0.02%
28,485
+720
15 16
17
18 19