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
26
$23M 1.15%
402,456
-54,924
27
$22.5M 1.12%
185,963
-33,600
28
$21.3M 1.06%
323,186
-6,446
29
$21M 1.05%
441,770
-12,494
30
$20.7M 1.03%
696,189
+3,954
31
$20.1M 1%
279,103
-464
32
$17.9M 0.89%
386,605
+148,933
33
$17.5M 0.87%
178,236
+93,544
34
$16.6M 0.83%
185,703
-8,263
35
$16.5M 0.83%
166,264
-2,735
36
$16.2M 0.81%
344,472
+46,838
37
$15.2M 0.76%
153,741
-60
38
$14.1M 0.7%
342,906
+226,958
39
$12.5M 0.62%
90,336
+397
40
$11.8M 0.59%
414,748
-51,090
41
$11.5M 0.57%
121,487
-9,017
42
$11.3M 0.56%
209,506
-400
43
$11M 0.55%
348,289
-10,342
44
$10.7M 0.53%
684,501
+25,396
45
$10.5M 0.53%
185,577
-9,197
46
$10.2M 0.51%
266,432
-76,446
47
$10.2M 0.51%
274,084
+64,326
48
$9.97M 0.5%
262,475
+52,511
49
$9.71M 0.48%
98,900
+42,955
50
$9.61M 0.48%
191,984
+101,281
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