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
501
$275K 0.01%
7,392
+288
502
$274K 0.01%
5,825
+1,253
503
$272K 0.01%
5,209
+227
504
$269K 0.01%
10,413
+430
505
$268K 0.01%
4,505
+183
506
$268K 0.01%
8,952
+399
507
$265K 0.01%
3,679
+142
508
$264K 0.01%
4,188
+163
509
$262K 0.01%
20,272
510
$262K 0.01%
9,163
+446
511
$260K 0.01%
3,619
+187
512
$259K 0.01%
10,709
+500
513
$258K 0.01%
+12,058
514
$258K 0.01%
10,424
+478
515
$258K 0.01%
3,481
+136
516
$257K 0.01%
5,335
+222
517
$257K 0.01%
6,058
+246
518
$256K 0.01%
9,577
+495
519
$255K 0.01%
5,604
+229
520
$254K 0.01%
28,679
+1,192
521
$252K 0.01%
3,621
+659
522
$250K 0.01%
5,725
+332
523
$250K 0.01%
5,231
+210
524
$249K 0.01%
3,707
+177
525
$248K 0.01%
5,669
+247
19 20
21
22 23