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
451
$321K 0.02%
3,051
+129
452
$321K 0.02%
12,189
+504
453
$320K 0.02%
4,949
+251
454
$320K 0.02%
3,136
+130
455
$316K 0.02%
11,146
+562
456
$315K 0.02%
6,879
+359
457
$315K 0.02%
11,536
+475
458
$314K 0.02%
48,070
+1,750
459
$313K 0.02%
3,821
+171
460
$311K 0.02%
9,702
+404
461
$311K 0.02%
5,186
+338
462
$310K 0.02%
7,537
+314
463
$309K 0.02%
5,300
+271
464
$309K 0.02%
6,113
+252
465
$309K 0.02%
9,247
+343
466
$305K 0.02%
2,214
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467
$304K 0.02%
5,346
+210
468
$304K 0.02%
4,154
+163
469
$304K 0.02%
9,386
+486
470
$303K 0.02%
2,892
+123
471
$303K 0.02%
2,751
+151
472
$301K 0.02%
4,217
+175
473
$300K 0.02%
13,912
+552
474
$300K 0.02%
7,444
+268
475
$299K 0.01%
2,466
+182
17 18
19
20 21