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
451
$284K 0.02%
+2,818
452
$283K 0.02%
5,460
+62
453
$281K 0.02%
607
+6
454
$281K 0.02%
3,552
+40
455
$280K 0.02%
3,413
+38
456
$280K 0.02%
5,264
+59
457
$279K 0.02%
3,888
-95,393
458
$278K 0.02%
5,950
+68
459
$278K 0.02%
3,301
+37
460
$278K 0.02%
6,254
+71
461
$277K 0.02%
3,734
+42
462
$277K 0.02%
4,706
+355
463
$277K 0.02%
2,263
+25
464
$277K 0.02%
18,975
+482
465
$276K 0.02%
4,160
+340
466
$275K 0.02%
2,389
+51
467
$271K 0.02%
+4,395
468
$270K 0.02%
12,574
+144
469
$270K 0.02%
2,528
+28
470
$269K 0.02%
27,308
+694
471
$268K 0.02%
16,025
+182
472
$266K 0.02%
1,252
+33
473
$263K 0.02%
4,846
+55
474
$263K 0.02%
5,474
+63
475
$262K 0.02%
7,391
+85
17 18
19
20 21