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
401
$401K 0.02%
5,812
+276
402
$399K 0.02%
3,861
+203
403
$393K 0.02%
7,237
+340
404
$392K 0.02%
10,719
+557
405
$389K 0.02%
5,402
+270
406
$389K 0.02%
6,818
+342
407
$382K 0.02%
6,089
+253
408
$380K 0.02%
10,153
+378
409
$379K 0.02%
14,292
410
$374K 0.02%
3,225
+127
411
$373K 0.02%
8,792
+305
412
$371K 0.02%
8,009
+560
413
$370K 0.02%
9,972
+390
414
$366K 0.02%
13,542
+2,643
415
$366K 0.02%
7,570
+482
416
$364K 0.02%
7,118
+290
417
$363K 0.02%
34,253
+1,429
418
$362K 0.02%
9,039
+460
419
$361K 0.02%
4,593
+190
420
$358K 0.02%
2,040
+105
421
$357K 0.02%
6,465
+230
422
$356K 0.02%
8,419
+339
423
$356K 0.02%
3,824
+287
424
$354K 0.02%
574,600
+20,200
425
$352K 0.02%
3,234
+163
15 16
17
18 19