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
501
$231K 0.02%
2,972
+34
502
$231K 0.02%
+2,966
503
$229K 0.02%
8,057
+92
504
$227K 0.02%
15,675
+180
505
$227K 0.02%
1,751
+19
506
$227K 0.02%
3,907
-1,428
507
$226K 0.02%
6,465
+74
508
$225K 0.02%
+1,604
509
$225K 0.02%
23
+8
510
$223K 0.02%
2,545
+28
511
$221K 0.02%
5,130
+58
512
$221K 0.02%
+2,807
513
$220K 0.02%
+11,980
514
$217K 0.01%
+3,730
515
$217K 0.01%
+5,093
516
$217K 0.01%
+3,887
517
$217K 0.01%
+2,071
518
$215K 0.01%
+2,379
519
$215K 0.01%
7,534
+86
520
$215K 0.01%
4,686
+119
521
$215K 0.01%
2,015
+22
522
$212K 0.01%
3,669
+41
523
$211K 0.01%
+2,128
524
$210K 0.01%
+13,161
525
$209K 0.01%
+6,194
19 20
21
22 23