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
426
$307K 0.02%
14,813
+385
427
$306K 0.02%
3,636
+259
428
$305K 0.02%
3,014
+34
429
$304K 0.02%
6,094
+452
430
$300K 0.02%
18,516
+470
431
$300K 0.02%
8,545
+98
432
$299K 0.02%
5,009
+57
433
$298K 0.02%
6,326
+495
434
$298K 0.02%
5,099
+58
435
$297K 0.02%
2,501
+29
436
$296K 0.02%
15,045
+171
437
$296K 0.02%
16,361
+415
438
$295K 0.02%
2,157
+24
439
$295K 0.02%
2,611
+29
440
$293K 0.02%
4,598
-67,775
441
$292K 0.02%
6,639
+76
442
$292K 0.02%
5,200
+59
443
$290K 0.02%
7,156
+76
444
$290K 0.02%
3,847
+43
445
$290K 0.02%
6,355
+161
446
$288K 0.02%
5,497
-9,782
447
$288K 0.02%
2,531
+28
448
$287K 0.02%
1,686
+19
449
$287K 0.02%
2,488
+28
450
$285K 0.02%
11,300
16 17
18
19 20