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
476
$299K 0.01%
3,865
+169
477
$297K 0.01%
3,869
+156
478
$295K 0.01%
6,565
+269
479
$293K 0.01%
13,930
+555
480
$292K 0.01%
3,314
481
$292K 0.01%
1,027
+41
482
$292K 0.01%
16,404
+675
483
$292K 0.01%
2,437
+98
484
$291K 0.01%
5,042
+214
485
$290K 0.01%
5,614
486
$289K 0.01%
7,024
+370
487
$289K 0.01%
24,637
+1,036
488
$288K 0.01%
13,440
+680
489
$287K 0.01%
20,152
+5,301
490
$285K 0.01%
6,896
+307
491
$284K 0.01%
4,722
+244
492
$284K 0.01%
8,653
+366
493
$283K 0.01%
2,445
+93
494
$283K 0.01%
11,149
+2,042
495
$282K 0.01%
1,960
+83
496
$282K 0.01%
8,514
+442
497
$281K 0.01%
16,373
498
$277K 0.01%
11,316
+435
499
$277K 0.01%
3,892
+169
500
$276K 0.01%
5,422
+218
18 19
20
21 22