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
476
$259K 0.02%
10,442
-3,214
477
$258K 0.02%
6,774
+77
478
$256K 0.02%
9,660
+110
479
$251K 0.02%
5,784
+65
480
$251K 0.02%
5,755
+65
481
$249K 0.02%
1,662
+18
482
$248K 0.02%
6,760
+77
483
$248K 0.02%
1,664
+43
484
$246K 0.02%
6,500
+74
485
$245K 0.02%
3,712
+42
486
$243K 0.02%
1,793
+45
487
$243K 0.02%
4,457
+69
488
$242K 0.02%
+5,946
489
$241K 0.02%
+5,426
490
$239K 0.02%
8,952
+101
491
$238K 0.02%
+2,450
492
$238K 0.02%
4,503
+51
493
$238K 0.02%
10,130
+257
494
$236K 0.02%
4,521
+51
495
$236K 0.02%
5,826
+116
496
$236K 0.02%
1,870
+21
497
$234K 0.02%
4,257
-6,152
498
$234K 0.02%
2,763
+31
499
$232K 0.02%
5,402
+138
500
$232K 0.02%
2,839
+31
18 19
20
21 22