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
26
$12.9M 0.88%
133,732
-65,023
27
$12.1M 0.83%
89,157
+2,022
28
$11.6M 0.8%
492,462
-6,645
29
$11.5M 0.79%
79,857
+43,186
30
$11.4M 0.78%
438,000
+65,568
31
$10.8M 0.74%
145,007
+83,475
32
$10.7M 0.73%
598,908
-437,598
33
$10.7M 0.73%
123,443
-91
34
$10.1M 0.69%
399,300
-206,475
35
$9.92M 0.68%
162,039
+35,902
36
$9.88M 0.68%
484,918
+256,584
37
$9.7M 0.66%
55,855
+4,104
38
$9.7M 0.66%
142,652
-16,031
39
$9.65M 0.66%
247,500
40
$9.62M 0.66%
143,519
+21,218
41
$9.44M 0.65%
273,555
+41,720
42
$9.39M 0.64%
45,248
+3,079
43
$9.37M 0.64%
280,495
+42,408
44
$9.28M 0.64%
437,322
+1,740
45
$9.18M 0.63%
237,226
+35,427
46
$9.12M 0.62%
199,837
+16,258
47
$9.04M 0.62%
145,244
+21,889
48
$8.92M 0.61%
164,795
-156,904
49
$8.77M 0.6%
75,580
+11,268
50
$8.67M 0.59%
179,921
+12,406
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