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
426
$351K 0.02%
5,057
+196
427
$351K 0.02%
10,040
428
$349K 0.02%
13,601
+504
429
$348K 0.02%
3,209
+134
430
$348K 0.02%
6,417
+275
431
$346K 0.02%
13,441
+483
432
$345K 0.02%
8,811
+340
433
$341K 0.02%
7,723
+257
434
$339K 0.02%
17,458
+1,130
435
$338K 0.02%
10,414
+584
436
$331K 0.02%
6,161
+259
437
$331K 0.02%
10,471
438
$331K 0.02%
13,269
+2,052
439
$329K 0.02%
10,123
+519
440
$329K 0.02%
11,360
+603
441
$328K 0.02%
5,686
+290
442
$327K 0.02%
15,812
+2,587
443
$326K 0.02%
5,778
+245
444
$326K 0.02%
17,973
+950
445
$326K 0.02%
4,222
+163
446
$325K 0.02%
17,004
+897
447
$325K 0.02%
8,099
+299
448
$324K 0.02%
12,568
+551
449
$322K 0.02%
4,974
+197
450
$322K 0.02%
8,043
+1,316
16 17
18
19 20