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
$803M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$4.02M
3
+$3.51M
4
C icon
Citigroup
C
+$3.29M
5
USB icon
US Bancorp
USB
+$2.92M

Top Sells

1
+$7.26M
2
+$4.3M
3
+$3.64M
4
COP icon
ConocoPhillips
COP
+$3.46M
5
JNY
JONES GROUP INC COM STK (PA)
JNY
+$3.4M

Sector Composition

1 Financials 21.23%
2 Healthcare 13.62%
3 Technology 12.54%
4 Energy 8.98%
5 Communication Services 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.97M 0.99%
105,450
-776
27
$7.94M 0.99%
466,480
+89,152
28
$7.92M 0.99%
209,957
+6,200
29
$7.62M 0.95%
147,313
-140,414
30
$7.54M 0.94%
112,976
-4,866
31
$7.48M 0.93%
157,021
-7,166
32
$7.37M 0.92%
88,200
+20,700
33
$7.36M 0.92%
132,257
-19,164
34
$7.34M 0.91%
64,700
+3,400
35
$7.26M 0.9%
115,829
-2,800
36
$7.25M 0.9%
121,333
-803
37
$7.22M 0.9%
175,300
-7,600
38
$7.22M 0.9%
412,626
+29,226
39
$7.13M 0.89%
92,095
-25,527
40
$6.72M 0.84%
286,123
+24,003
41
$6.71M 0.83%
84,344
+2,468
42
$6.7M 0.83%
129,379
-5,210
43
$6.62M 0.82%
76,350
+2,309
44
$6.55M 0.81%
178,988
+79,781
45
$6.35M 0.79%
91,310
-49,800
46
$6.32M 0.79%
269,775
+2,436
47
$6.16M 0.77%
126,700
48
$5.88M 0.73%
96,501
-8,392
49
$5.68M 0.71%
498,685
-132
50
$5.65M 0.7%
134,977
+1,908
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2
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